Semiconductor News & Analysis Feed
101 articles
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%
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Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on
2026-07-03
stockstory.org
2026-07-03
StockStory
__fail__
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
96
1
6
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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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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