Semiconductor News & Analysis Feed

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.

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The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD Beth Kindig Follow 14 min read · 6 hours ago 60 Press enter or click to view image in full size This article was originally published on I/O Fund on May 22, 2026 April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun

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

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New in-vehicle networking technology will likely take over as more AI is added, but in ...