The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power ...

Jabil Inc. (NYSE:JBL) is one of the best performing S&P 500 stocks so far in 2026. On April 15, Sivers Semiconductors ...

Q1 2026 earnings call recap: raised 2026 optical data center outlook to $150M-$170M, Q2 guidance, margins & risks—read now.

T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and ...

As artificial intelligence moves from model training into broader commercial deployment, the underlying data center ...

Seoul Viosys (KOSDAQ: 092190), a company specializing in opto-semiconductor devices, is accelerating its entry into the next-generation photonics market supported by its proprietary “No-wire” and ...

MaxLinear has pivoted from legacy broadband chips to AI-driven optical data center interconnects. Find out why MXL stock is a ...

LITE rides on surging demand for 1.6T transceivers as AI data centers expand, but rising competition and valuation concerns ...

Lumentum sees strong momentum driven by AI connectivity demand and earnings strength, reflecting its growing role in Nasdaq ...

Lumentum might not be the face of AI, but as a company that helps data move at the speed of light, it could become one of its ...

Over the past 12 months, POET Technologies’ stock has been among the most talked-about small-cap stocks in the semiconductor ...

Public funds in China continued to invest intensively in shares of companies from the optic communication industry last ...