Semiconductor News & Analysis Feed
25 articles
2026-06-23
datacentremagazine.com
2026-06-23
Data Centre Magazine
Coherent is expanding the manufacturing capacity behind one of the most critical technologies in modern AI data centres.
The company has broken ground on an enlarged facility in Sherman, Texas, where it will produce indium phosphide semiconductors used in the optical networking systems that connect AI infrastructure at scale.
While the announcement focuses on manufacturing expansion, its effect
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-09
wifinowglobal.com
2026-06-09
Wi-Fi NOW Global
Qualcomm’s new Dragonwing MBM silicon solution combines interactive multimedia with top-tier connectivity & on-device AI
June 9, 2026 | INTELLIGENT CONNECTIVITY | by Claus Hetting, Wi-Fi NOW CEO & Chairman
By Claus Hetting, WiFi NOW CEO & Chairman
It is not often that major chipset vendors introduce an entirely new class of AI-enabled connectivity platforms but Qualcomm did exactly that only tw
2026-06-08
eetimes.com
2026-06-08
AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.
2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-26
www.digitimes.com
2026-05-26
digitimes
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2026-05-26
digitimes.com
2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-25
digitimes.com
2026-05-25
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi
2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-22
wifinowglobal.com
2026-05-22
Wi-Fi NOW Global
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2026-05-21
www.computerweekly.com
2026-05-21
Computer Weekly
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2026-05-21
www.stellantis.com
2026-05-21
Stellantis.com
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2026-05-21
www.media.stellantis.com
2026-05-21
Stellantis Media
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2026-05-18
www.cnx-software.com
2026-05-18
CNX Software
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