Semiconductors & Semiconductor Equipment

Marvell’s $540 m XConn buy boosts AI‑focused data‑center interconnects, positioning it to win the high‑bandwidth race and spark a 53 % upside, analysts say.

POET Technologies, a Toronto‑based semiconductor pioneer, blends electronics with optics on a single chip and taps into the growing ethanol market—exploring tech‑driven growth amid mixed earnings but solid investor confidence.

GSI Technology Inc. faces sharp stock swings and negative earnings; its SRAM chips and market strategy may restore investor confidence.

Shanghai Aerospace Automobile Electromechanical Co. saw a ¥3.16 billion net sell‑off on 6 Jan 2026, a 4.56 % volume dip yet a 2.07 % price rise—an insight into its volatility and investor sentiment.

Datavault AI partners with Available Infrastructure to roll out SanQtum edge‑cloud points in 100+ US cities, boosting zero‑trust security, digital twins, and agent‑based data monetization.

AMD’s CES 2026 reveal: Ryzen AI 400 laptops, Helios rack‑scale and new data‑center chips show how the company stays ahead of Nvidia while powering AI, cloud and gaming.

Discover how Xiamen Changelight’s focus on LED wafers, GaAs solar cells, and energy‑saving lighting fuels growth amid China’s semiconductor boom and green‑energy push.

Wuxi Taiji Industry Ltd Co: Key semiconductor player with stable valuation (P/E 28.3, P/B 1.95), 52‑week range 5.61–10.45 CNY, and focus on engineering and photovoltaic solutions.

Himax Technologies confirms its pivotal role in co‑packaged optics, solidifying the partnership with FOCI and positioning itself as a leader in high‑margin AR and automotive display solutions.

POET Technologies Inc.