Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news ra…
Investor's Business Daily's screener for stocks that funds are buying shows a dozen names near buy points, including Hewlett Packard Enterprise (HPE), Coherent (COHR), Amphenol (APH), and Eli Lilly (L…
The US-China tech war is expanding beyond semiconductor chips to include optical transceivers, small devices essential for AI data centres and cloud networks, after the FCC proposed a ban on Chinese-m…
Nvidia disclosed on Aug 14 that it holds a nearly US$21 billion stake in Elon Musk's SpaceX and a US$30 billion stake in Intel, according to a regulatory filing. The AI chipmaker had about 122.8 milli…
LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …
Dow Jones futures and S&P 500 rose slightly early Thursday, while Nasdaq futures were little changed, after a tame CPI report helped the S&P 500, Nasdaq, and Russell 2000 post modest gains. Cisco Syst…
The U.S. Federal Communications Commission is drafting a restriction on imports of new Chinese-made optical transceivers used in AI data centers, according to four people familiar with the matter cite…
The FCC is preparing restrictions on Chinese optical transceivers, causing shares of Zhongji Innolight and Eoptolink to briefly fall nearly 10% in a single day, though Coherent's factory in Wuxi compl…
Shares of China's leading optical-module makers rebounded on Wednesday after analysts downplayed the impact of proposed US restrictions that could block future American AI data centre sales. Zhongji I…
The Federal Communications Commission is drafting rules that could block imports of Chinese-made optical transceivers into US data centers, a move that Counterpoint Research warns would create a 12-to…
The Federal Communications Commission is drafting a measure to ban imports of new Chinese optical transceivers, which are used in data centers to train and run AI models, according to a Reuters report…
Eliyan, a Santa Clara chiplet interconnect company, introduced NuLink-XD on July 24, a 224G PAM4 SerDes for chip-to-chip and chip-to-module links, claiming 50% less power than typical long-reach SerDe…
Eliyan Corporation, a Santa Clara-based semiconductor startup founded in 2021, has raised $145 million at a $1 billion valuation to develop chiplet interconnect technology that eliminates data bottlen…
Nvidia disclosed a $5 billion equity investment in Safe Superintelligence Inc. (SSI), an AI startup co-founded by former OpenAI chief scientist Ilya Sutskever, on July 27, raising investor concerns ab…
NVIDIA and its partners announced a $500 billion commitment to build AI infrastructure across the United States, with semiconductor production underway at TSMC's Arizona facility and new AI systems fa…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industr…
Shares of Lumentum and Coherent fell sharply on June 23-24, 2026, as the AI hardware trade showed signs of exhaustion amid valuation concerns and doubts about AI monetization. The selloff was triggere…
China has tightened export checks on indium, a critical material for AI semiconductor production, causing 6-inch InP wafer prices to surge 250% since early 2025. The move, leveraging China's 70% contr…
China has tightened export controls on indium phosphide, a critical material for AI data center optical chips, causing prices to surge 250% and threatening to slow AI infrastructure buildout. The move…
Tower Semiconductor has shipped over 5 million coherent photonic integrated circuits to Marvell Technology for AI data center interconnect networks, marking a milestone in silicon photonics production…