Targeting massive AI clusters, Cisco unveiled the 102.4 Tbps G300 chip along with G300-powered switches designed for ...

In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the ...

Broadcom is projected to retain its leadership as an artificial intelligence server compute ASIC design partner with 60% of market share in 2027, according to an analysis by Counterpoint Research. The ...

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 ...

TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...

The investment narrative regarding the Artificial Intelligence boom so far has predominantly focused on who provides the essential hardware. In this high-stakes competition, two semiconductor ...

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 ...

Marvell Technology (MRVL), long seen as a solid but under-the-radar player in the AI chip race, just made its boldest move yet. Yesterday, the company announced it is buying Celestial AI, a ...

Cybrid Technologies announced the first mass delivery of optical conversion films for perovskite tandem solar modules, marking what it described as the world’s first commercial application of this ...