Fabrinet's optical-communications revenues hit $833M in second-quarter fiscal 2026, lifting total sales to a record $1.13B as telecom and DCI demand surge.

AI photonics/optical connectivity upside vs. execution risk and 76x forward revenue valuation. Click for this update.

LED chipmaker Ennostar Inc (富采集團) expects to ship its first pluggable optical modules used in artificial intelligence (AI) ...

Microchip Technology (Nasdaq: MCHP), a broadline supplier of semiconductors committed to making innovative design easier through total system solutions, and Sunny Smartlead (subsidiary of Sunny ...

Zhenbang Intelligent stated at its earnings briefing that the company has established a presence in the humanoid robot sector with core parts includin ...

Dr. Jiyeon Choi, Principal Researcher at the Department of Laser & Electron Beam Technologies of the Research Institute of Autonomous Manufacturing at the Korea Institute of Machinery and Materials ...

China's Victory Giant on Monday said it launched a Hong Kong share ‌sale that seeks to raise up to HK$17.5 billion ($2.2 billion), in a major test of investor appetite as Middle Eastern tensions have ...

Motorola is preparing to expand its Edge 70 lineup with the upcoming Edge 70 Pro, and early details are now emerging through official teasers and leaks. A teaser page on Flipkart confirms that the ...

Dr. Christoph Wenge, another research scientist at Fraunhofer IFF, said, “The widest array of faults can occur in the solar ...

You can find Andy's portfolio of work on his Authory page. If you’re going to make a smartphone where the photography gets ...

In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m ...

Hedgeye flags Arista (ANET) as a short with 40% downside and Marvell (MRVL) as a long with 33% upside—get the key catalysts ...