P&N Europe GmbH provides compact thermoelectric coolers for optical transceiver assemblies, helping stabilize laser performance in high-speed data center and ...

Lumentum Holdings Inc. stock surges 135% YTD on optical transceiver demand and Nvidia-linked CPO tailwinds. Click for more on ...

JBL ramps AI server, liquid-cooling and silicon photonics production, backing it with a $500M U.S. expansion to meet data-center demand.

Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption ...

Coherent's symbiotic relationship with Nvidia drives premium pricing and robust revenue growth. Learn why COHR stock is a Sell.

MaxLinear Inc. (NASDAQ:MXL) is one of the best performing semiconductor stocks so far in 2026. On April 30, MaxLinear announced the availability of its Washington transimpedance amplifier/TIA, a ...

Alibaba's financial report stated that T-Head Semiconductor Co., Ltd., as its chip design subsidiary, had achieved widespread industrial application o ...

Marvell (MRVL) stock rises 6.5% as three analysts raise price targets. HSBC sets $300 target citing AI networking growth ...

POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical ...

AXTI's indium phosphide revenue topped half of sales in Q1 as AI data center demand surged and backlog crossed $100M. Can growth keep pace?

Marvell (MRVL) stock jumped 5.8% Tuesday as analysts raised targets to $230 ahead of earnings, citing AI chip strength and ...

How Semtech’s Data Center Chips Are Powering the AI Boom; Semtech (NASDAQ:SMTC) reported record quarterly revenue for its first quarter of fiscal 2027, driven by strength in its ...