SemiPulse — Semiconductor Intelligence

ASML and Tata Electronics Pair to Elevate Semiconductor Production in India - Photonics Spectra

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www.photonics.com 2026-05-21 Photonics Spectra

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Low-Temp Solders Are Suddenly Critical For Chiplets And Photonics - Semiconductor Engineering

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semiengineering.com 2026-05-21 Semiconductor Engineering

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TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure

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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

China memory supplier Biwin's AI photonics funding raises questions about strategy and risk

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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.

Low-Temp Solders Are Suddenly Critical For Chiplets And Photonics

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semiengineering.com 2026-05-21 Laura Peters

Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.

Low-temperature solders Chip packaging Silicon photonics Thermomigration Electromigration SAC305 Sn-Bi alloy Lead-free solder

Corgi Lithography & Semiconductor Photonics ETF (EUV) Surpasses $150 Million in Assets Under Management Within Two Weeks of Launch - PR Newswire

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www.prnewswire.com 2026-05-20 PR Newswire

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Tower Semiconductor slides as chip stocks retreat and traders lock in gains after recent photonics-driven rally - Quiver Quantitative

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www.quiverquant.com 2026-05-19 Quiver Quantitative

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Canada Spins Off Photonics Lab

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eetimes.com 2026-05-18 Gary Hilson

The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities.

Photonics Manufacturing Semiconductor Industry Canadian Government Photonics Facility III-V Semiconductors AI Infrastructure Optical Communication Photonic Chips

Evaluating Tower Semiconductor (NasdaqGS:TSEM) After Strong Q1 Beat And Major Silicon Photonics Supply Deals - simplywall.st

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simplywall.st 2026-05-16 simplywall.st

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Forge Nano Delivers Semiconductor Wafer Fab Equipment to Leading Fortune Global 500 Communications Company for Commercial Photonics Applications - AZoM

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www.azom.com 2026-05-15 AZoM

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Corning, NVIDIA Partnership Aims to Fortify AI Infrastructure - Photonics Spectra

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www.photonics.com 2026-05-14 Photonics Spectra

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Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates

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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

Tower Semiconductor surges on $1.3 billion silicon photonics contracts, pushing valuation over $25B - CTech

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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

Semiconductor Silicon Photonics Tower Semiconductor AI Chips Optical Communication Semiconductor Manufacturing Technology Stocks Investment

Europe’s Photonics Push Runs Through Spain

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eetimes.com 2026-05-13

Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.

Photonics Semiconductor Europe Photonics Initiative PICs Photonic Integrated Circuits AI Infrastructure Data Centers Co-Packaged Optics

ams OSRAM Sells CMOS Image Sensor Line to indie Semiconductor | Business | May 2026 - Photonics Spectra

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www.photonics.com 2026-05-11 Photonics Spectra

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Will Fiber and Photonics Define Nvidia’s Next AI Data Center Push? - Data Center Knowledge

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www.datacenterknowledge.com 2026-05-08 Data Center Knowledge

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NVIDIA and Corning partner on AI photonics expansion ... - eeNews Europe

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www.eenewseurope.com 2026-05-08 eeNews Europe

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NVIDIA, Corning Forge Partnership to Fortify AI Infrastructure | Business | May 2026 - Photonics Spectra

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www.photonics.com 2026-05-07 Photonics Spectra

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NVIDIA, Corning Forge Partnership to Fortify AI Infrastructure | Business | May 2026 - Photonics Spectra

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www.photonics.com 2026-05-07 Photonics Spectra

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GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets

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digitimes.com 2026-05-06

GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.