Ciena reported fiscal second quarter 2026 revenue of $1.57 billion, up 40% from $1.13 billion in the same quarter a year ago, as accelerating investment in AI infrastructure, cloud networking,...
Credo Technology Group has completed its acquisition of DustPhotonics, formally bringing silicon photonics photonic integrated circuit (PIC) technology into its expanding portfolio for AI infrastructure connectivity. The transaction closes a deal...
Marvell Technology reported record revenue of $2.418 billion for its first quarter of fiscal 2027, up 28% year-over-year, as demand from AI infrastructure customers continued to accelerate across its data center portfolio. The...
Synopsys reported fiscal Q2 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, as AI infrastructure demand continued to expand semiconductor design complexity, verification requirements, and system-level...
Ericsson plans to relocate its Stockholm operations, including its global headquarters, from Kista to Hagastaden, marking one of the company’s most significant geographic shifts in decades. The move is expected...
NVIDIA reported record quarterly revenue of $81.6 billion for Q1 fiscal 2027, driven by surging investment in AI infrastructure and hyperscale data center buildouts. Data Center revenue reached $75.2 billion,...
Cerebras Systems delivered one of the strongest technology IPO debuts in recent years as shares of CBRS opened at $350 on the Nasdaq Global Select Market, nearly double the $185...
Cisco reported record fiscal Q3 2026 revenue of $15.8 billion, up 12% year over year, as product demand accelerated across networking, campus refresh, data center switching, and hyperscale AI infrastructure....
Tower Semiconductor reported strong Q1 2026 financial results driven by accelerating demand for silicon photonics used in AI infrastructure, while simultaneously disclosing $1.3 billion in contracted silicon photonics revenue for...
Deutsche Telekom raised its full-year 2026 guidance after reporting solid first-quarter growth driven by T-Mobile US, fiber broadband expansion, and resilient service revenue trends across its European operations. The company...
Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by surging demand for AI infrastructure optics and continued strength in...
Coherent reported fiscal third quarter 2026 revenue of $1.81 billion, up 21% year-over-year, as accelerating demand for AI datacenter infrastructure and optical communications continued to drive growth across its photonics...
MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied to AI infrastructure deployments. Revenue reached $289.0 million for the...
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