Semiconductor News & Analysis Feed

On June 29, U.S. storage and optical communications stocks posted broad pre-market gains, reflecting positive sentiment toward AI infrastructure investment. Micron Technology rose 2.16%, while Corning Inc. led the sector with a 3.77% increase. The rally aligns with South Korea's 800 trillion won sem

On May 26, optical communication stocks surged in early U.S. trading as advancements in GPU-HBM integration using fiber optic interconnects gained momentum. This innovative approach overcomes the physical limitations of traditional 2.5D packaging by decoupling compute and memory units, enabling high