MarketPulse

AI networking

2 articles
BenzingaBenzinga··Lekha Gupta

Tower Semiconductor Surges on AI Networking Breakthrough as Silicon Photonics Demand Soars

Tower Semiconductor surges on AI partnership with Oriole Networks, as Q4 earnings beat with 14% YoY revenue growth to $440.21M driven by silicon photonics demand.
TSEMstrategic partnershipearnings beat
BenzingaBenzinga··Prnewswire

Broadcom Smashes Records With $19.3B Revenue as AI Boom Accelerates Chip Demand

Broadcom reports record Q1 FY2026 revenue of $19.3B, up 29% YoY, with AI revenue surging 106%. Company projects continued acceleration with Q2 guidance of $22B.
AVGOearningsrevenue growth