Semiconductor News & Analysis Feed
32 articles
2026-06-01
tomshardware.com
2026-06-01
Luke James
A University of Toronto experiment showing that photons can spend a negative amount of time inside a cloud of atoms has been published in Physical Review Letters.
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
www.marketscreener.com
2026-05-30
marketscreener.com
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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自今年3月以来，英伟达已向多家光子技术企业累计承诺投入至少65亿美元，成为这一新兴领域最积极的战略买家之一。光子技术以光代替电信号传输数据，被业界视为突破AI基础设施扩张瓶颈的关键路径。
受英伟达等科技巨头密集入场提振，相关上
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
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
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
www.digitimes.com
2026-05-26
digitimes
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data...
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2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-21
www.photonics.com
2026-05-21
Photonics Spectra
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2026-05-21
semiengineering.com
2026-05-21
Semiconductor Engineering
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2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-20
www.prnewswire.com
2026-05-20
PR Newswire
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