Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at ...
Solution Delivers Exceptional Speeds at 2.5x Lower Energy Footprint for AI Data Centers Kista, Sweden - April 15, 2026 - Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless ...
According to a LightCounting ( Optics for AI clusters, Jan 2025) report, 800G and higher speed optical transceivers will make up 80% of the pluggables market by 2030, which is projected to grow ...
Although we can already buy commercial transceiver solutions that allow us to use PCIe devices like GPUs outside of a PC, ...
Applied Optoelectronics (NASDAQ:AAOI) is drawing fresh Wall Street attention as Rosenblatt Securities raised its price target ...
In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m ...
Jabil's earnings estimates for 2026-27 jumped as raised guidance and AI optical-module momentum builds on its diversified end ...
Nvidia's $6B March investments highlight the critical role of optical connectivity, benefiting Marvell, Lumentum, Coherent, ...
What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those ...
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POET narrows its focus to current customers and requested products
By Lisa Thompson NASDAQ: POET READ THE FULL POET RESEARCH REPORT With $430 million in cash and the ability to fund capex out of interest income, POET (NASDAQ: POET) is honing its strategy and is ...
SIMCom launched new compact, smart AI modules that give engineers a head start in designing imaging AI applications.
This battery-powered, 2.4-GHz ISM-band transceiver uses DSSS modulation to achieve a wireless communications range as great as 300 m. Equipped with a +3.3-V DC power supply, the device typically ...
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