23 articles
2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
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
digitimes.com
2026-05-21
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu
2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-21
digitimes.com
2026-05-21
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
2026-05-20
digitimes.com
2026-05-20
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai
2026-05-20
www.prnewswire.com
2026-05-20
PR Newswire
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2026-05-19
www.quiverquant.com
2026-05-19
Quiver Quantitative
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2026-05-18
eetimes.com
2026-05-18
Gary Hilson
The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities.
2026-05-16
simplywall.st
2026-05-16
simplywall.st
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2026-05-15
www.azom.com
2026-05-15
AZoM
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2026-05-14
www.photonics.com
2026-05-14
Photonics Spectra
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2026-05-14
digitimes.com
2026-05-14
Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver
2026-05-13
www.calcalistech.com
2026-05-13
CTech
Physical AI is breaking the hyperscale model - not because of compute, but because of where compute can exist
2026-05-13
eetimes.com
2026-05-13
Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.
2026-05-11
www.photonics.com
2026-05-11
Photonics Spectra
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2026-05-08
www.datacenterknowledge.com
2026-05-08
Data Center Knowledge
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2026-05-08
www.eenewseurope.com
2026-05-08
eeNews Europe
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2026-05-07
www.photonics.com
2026-05-07
Photonics Spectra
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