Semiconductor News & Analysis Feed
116 articles
2026-07-16
eetimes.com
2026-07-16
AI data centers are torching copper’s reign as ST pushes 300-mm silicon photonics for faster, denser optical links.
2026-07-16
www.photonics.com
2026-07-16
Photonics Spectra
2026-07-16
digitimes.com
2026-07-16
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon photonics (SiPh) and Co-Packaged Optics (CPO). Benjamin Hein, CEO Electronics and Executive Board member at Merck, said advanced packaging materials are poised to outgrow front-end process materials and the broader mate
2026-07-15
www.photonics.com
2026-07-15
Photonics Spectra
2026-07-14
news.google.com
2026-07-14
Yahoo Finance
2026-07-14
research.arizona.edu
2026-07-14
The University of Arizona
2026-07-14
tomshardware.com
2026-07-14
Etiido Uko
Researchers created a programmable thermal material that steers heat and retains its state without power, a breakthrough that could benefit AI chips, silicon photonics, and infrared devices.
2026-07-14
news.google.com
2026-07-14
Quiver Quantitative
2026-07-14
digitimes.com
2026-07-14
Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising power consumption and data-transfer bottlenecks facing AI data centers.
2026-07-14
digitimes.com
2026-07-14
United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus
2026-07-14
eetimes.com
2026-07-14
GlobalFoundries’ Sudipto Bose explains how silicon photonics, GaN and MIPS/ARC fire up physical AI at the edge—watch now.
2026-07-13
eetimes.com
2026-07-13
AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems.
2026-07-12
digitimes.com
2026-07-12
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
2026-07-10
247wallst.com
2026-07-10
24/7 Wall St.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-06
digitimes.com
2026-07-06
LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand
2026-07-06
news.google.com
2026-07-06
AD HOC NEWS
2026-07-05
digitimes.com
2026-07-05
Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Stocks making big moves this week: IPG Photonics, Micron, CarGurus, Qualcomm, and Qualys
Adam Hejl
Fri, July 3, 2026 at 10:38 AM PDT 2 min read
MU
+1.11%
IPGP
+5.88%
CARG
-2.09%
QCOM
+1.96%
QLYS
-2.55%
Explore stocks on Coinbase
Trading disclosure
Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on