POET Technologies reported fourth quarter 2025 financial results and outlined a transition from R&D-driven operations to commercial execution, backed by significant capital inflows and early production orders. The company secured...
Marvell Technology reported record revenue for its fiscal year 2026, reflecting continued demand for AI infrastructure and data center connectivity silicon. The company posted $2.219 billion in revenue for the...
Applied Optoelectronics, Inc. reported record fourth quarter revenue of $134.3 million, up from $100.3 million in Q4 2024 and $118.6 million in Q3 2025. The company cited broad-based demand across its...
AI infrastructure spending accelerated again as NVIDIA posted record results and laid out a roadmap centered on inference economics, next-generation platforms, and “AI factory” buildouts. The company reported Q4 fiscal...
Nile appointed Frank Wiacek as Chief Revenue Officer, placing him in charge of global sales, partnerships, and go-to-market execution as the company expands its secure Network-as-a-Service (NaaS) offering. Wiacek brings...
GlobalFoundries (GF) reported fourth-quarter 2025 revenue of $1.83 billion and highlighted silicon photonics, advanced packaging, and GaN power as central growth engines tied to AI data center buildouts. Communications infrastructure...
Cloudflare reported fourth quarter revenue of $614.5 million, up 33.6% year-over-year, and full-year 2025 revenue of $2.17 billion, up 29.8%, as demand for distributed networking, security, and edge compute services continued...
Ribbon Communications reported fourth-quarter and full-year 2025 financial results, citing customer project delays and budget timing as headwinds in Q4, while highlighting strong bookings momentum and cash flow improvements tied...
Amazon Web Services delivered revenue of $35.6 billion in the fourth quarter of 2025, up 24% year over year, marking its fastest growth rate in 13 quarters. Full-year AWS revenue reached...
MACOM opened fiscal 2026 with higher revenue and expanding profitability, driven by demand across its Industrial & Defense, Data Center, and Telecommunications markets. The company reported first-quarter revenue of $271.6...
SiTime reported strong fourth-quarter and full-year 2025 results, driven by sustained growth in its Communications, Enterprise and Datacenter (CED) business, which the company said continues to benefit from AI-related infrastructure...
Texas Instruments agreed to acquire Silicon Labs in an all-cash transaction valued at approximately $7.5 billion, strengthening its position in embedded wireless connectivity. The deal, announced February 4, 2026, values...
Advanced Micro Devices reported record fourth-quarter and full-year 2025 financial results on February 3, underscoring continued momentum across its data center, client, and AI businesses. Fourth-quarter revenue reached $10.3 billion, up...
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