Semiconductor News & Analysis Feed

Verkada, a U.S.-based physical security company, has secured an investment from NVIDIA and entered into a technical partnership aimed at accelerating artificial intelligence across its 2.4 million connected devices. The collaboration centers on NVIDIA's Cosmos foundation models and the Physical AI D

Coherent (COHR) has regained market attention due to strong AI data center demand, upbeat financial guidance, and a $2 billion investment from NVIDIA, although new supply chain risks related to critical optical materials have emerged. Despite a recent sector-wide pullback, the stock has shown strong

Marvell Technology (MRVL) has drawn renewed attention following a 6.2% one-day stock drop, despite a strong 30-day return of 46.29% and a 178.41% one-year shareholder return. The stock's performance is underpinned by record data center revenue, a $2 billion investment from NVIDIA, and expanding part

Corning announces the construction of three new manufacturing facilities following a new agreement with NVIDIA, significantly boosting its domestic fiber production capacity by over 50%. According to Corning's SEC filing, NVIDIA has invested $500 million in the company and secured rights to purchase