Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning silicon photonics as a key technology for high-speed AI ...

Tower’s advanced Silicon Photonics platform enables optical and network infrastructure ecosystem with high-speed data transceivers for AI deployments MIGDAL HAEMEK, Israel – February 05, 2026 –Tower ...

Valued at a market cap of $1.6 trillion, Broadcom (AVGO) is among the largest companies in the world. In the last decade, AVGO stock has returned 2,600% to shareholders. If we adjust for dividend ...

When looking for the best ways to play the ongoing semiconductor boom this year, investors might not want to overthink things. When Mizuho analyst Vijay Rakesh put out his list of top chip picks for ...

Lumentum's stock has quadrupled over the past year, but the optical component company plays into key AI themes that could fuel further gains Nvidia CEO Jensen Huang at the Consumer Electronics Show on ...

Broadcom is proving to be a key beneficiary in the AI networking market, with around $20 billion of non-accelerator AI backlog. Coherent is also benefiting from the ongoing AI networking upgrade cycle ...

Here’s what could happen to Broadcom shares next. Broadcom Q4 revenue increased 28% to $18 billion year over year. Analyst Vivek Arya reset his price target on Broadcom stock. Bank of America revamped ...

Nvidia’s efforts to shore up its own supply chain may just increase lead times for other companies, as reports suggest the chip giant has snapped up significant capacity of electro-absorption ...

Ciena may not be as famous as Broadcom in the AI space, but it boasts supercharged growth. Ciena benefits from the rapidly growing demand for high-speed data transmission in data centers. The stock ...