Sumitomo Electric

Meta will begin production of its latest AI chips in September, aiming to reduce GPU costs amid a component shortage. The chips, developed under the MTIA program with Broadcom and manufactured by TSMC…

AXT Inc. shares surged 10% after Chinese export permit delays tightened global supply of indium phosphide, a critical substrate for AI data center optical interconnects. The company, which controls ne…

Co-packaged optics (CPO), a technology that integrates optical components directly with switch ASICs or AI accelerators to reduce power consumption and increase bandwidth density for AI data centers. …