Quantum interconnect chip technology enters commercial deployment as SEALSQ's Miraex subsidiary launches the first thin-film ...

Earnings call STM delivered Q1 2026 net revenues of $3.1B (up YoY, above guidance midpoint), with gross margin at 33.8% and non-GAAP EPS of $0.13. Management guided for Q2 revenues of $3.45B (+11.6% ...

The latest: $874 million spread across seven companies that run the gamut of high-performance AI memory; co-packaged optics (CPO) and silicon photonics; advanced packaging; thermodynamic sampling ...

The U.S. Optical Switches Market was valued at USD 1.92 Billion in 2025 and is expected to reach approximately USD 4.90 ...

Growth is expected to accelerate in China in the next few years; some players are looking to start producing gyroscopes. We ...

What Kewada is emphatic about is that it is time to shake up optical circuit switching and get a true silicon photonics ...

Goldman Sachs and JPMorgan Chase tapped as lead underwriters, sources say IPO could raise up to $10 billion in the latest data-center deal to hit public markets Switch operates large-scale campuses ...

Switch Inc. is kicking off a private funding round led by Andreessen Horowitz that could raise about $2 billion, according to people familiar with the matter. The data center operator, which is ...

According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for the first time in ...

FTC cleared Musk to buy Mesh Optical, a startup by ex-SpaceX engineers making optical transceivers for AI data centers. The Federal Trade Commission has cleared Elon Musk to acquire Mesh Optical ...

SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Investors Should Know: The AI chip supply chain is facing a ...

French semiconductor startup AlpSemi SAS today announced that it has raised €17 million, or about $19.5 million, in funding. The investment was led by Paris-based private equity firm Yotta Capital.