Semiconductor News & Analysis Feed
116 articles
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
news.google.com
2026-07-03
Engineer Live
2026-07-03
www.opensourceforu.com
2026-07-03
Open Source For You
News
Wave Photonics Unlocks Synopsys Automation For Open-Source Quantum Chips
By Jiya Jay Singh -
July 3, 2026
0
19
Wave Photonics
Wave Photonics has made its entire PDK platform compatible with Synopsys OptoCompiler to automate the design of next-generation quantum and classical photonic chips.
On 1 July, 2026, Wave Photonics successfully achieved compatibility with Synopsys OptoCompiler, a pro
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
∙ PAID
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-01
www.businessweekly.co.uk
2026-07-01
Business Weekly
__fail__
2026-07-01
thequantuminsider.com
2026-07-01
The Quantum Insider
Press release – Wave Photonics announced that, as of today, all the PDKs developed or managed by Wave Photonics through the PDK management platform are now compatible with Synopsys OptoCompiler. OptoCompiler is the industry’s first unified electronic and photonic design platform, combining dedicated photonic technology with Synopsys’ industry-proven electronic design capabilities, including schema
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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Stock Story
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Why Is IPG Photonics (IPGP) Stock Soaring Today
Why Is IPG Photonics (IPGP) Stock Soaring Today
2 min read
IPGP
−7.74%
SOX
−4.65%
What Happened?
Shares of fiber laser manufacturer IPG Photonics
IPGP
jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
2026-06-26
www.photonics.com
2026-06-26
Photonics Spectra
www.photonics.com
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Privacy
2026-06-26
quantumzeitgeist.com
2026-06-26
Quantum Zeitgeist
QUANTUM RESEARCH NEWS, QUANTUM HARDWARE
$4M Boosts U-M’s Quantum Photonic Chip Design to Stage 2 NSF
June 26, 2026
BY RUSTY FLINT
A 4 million investment is propelling a University of Michigan Engineering-led team closer to building practical quantum technology, advancing their project to Stage 2 of a National Science Foundation competition. The team aims to develop plug-and-play photonic chips ca
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
www.hpcwire.com
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
As graphics processing unit (GPU) clusters grow larger and more power-hungry, electrical connections are reaching their limits when it comes to speed, heat, and energy use. In separate announcements, both Goldman Sachs and Nokia (
NOK
5.06%
) recently flagged photonics as the next critical layer in artificial intelligence (AI) infrastructure. Optical networking, which uses light to move data, offe
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Stock Story
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Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
3 min read
MRVL
−9.36%
HIMX
−9.52%
IPGP
−8.77%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
www.financialcontent.com
2026-06-24
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, In
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
Quantum computers are inherently unstable systems, requiring frequent calibration to maintain optimal performance. Traditionally, this process relies on manual intervention, as traditional algorithmic approaches struggle to interpret complex data and balance competing figures of merit in this nascent technology. As systems scale-up, these manual processes can limit uptime, incur substantial engine
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
PRESS RELEASE — Quandela today announced that it has experimentally validated a low-latency integration path between photonic quantum processors and NVIDIA AI infrastructure, marking an important milestone toward bringing quantum processing units directly into high-performance computing environments. Results presented at ISC 2026 demonstrate a path toward accelerator-style integration of photon