silicon photonics

Corning partners with Nvidia on $3.2B optical component deal for AI data centers. Stock surged 315% in 12 months, trading at 60x forward earnings amid strong fundamentals.

Marvell stock surges on major deals with Alphabet and Nvidia, but steep 43x forward P/E valuation raises concerns about long-term sustainability amid competitive pressures.

Aeluma appoints ex-Intel executive with 350+ patents as VP of Strategic Partnerships, targeting foundry deals for silicon photonics.

Aeluma receives NASA award for quantum dot laser platform targeting AI data center interconnects, accelerating commercialization of high-power, low-noise laser technology.

Credo Technology surged 18.73% after announcing $750M DustPhotonics acquisition, targeting $500M optical revenue by fiscal 2027.

Credo Technology acquires DustPhotonics for $750M to bolster silicon photonics capabilities, expecting $500M+ optical revenue in fiscal 2027. Stock surged 6.43% after-hours.

Global solid-state LiDAR market projected to grow 20.17% annually from $2.18B in 2025 to $13.69B by 2035, driven by autonomous vehicle adoption.

Semiconductor testing equipment maker $AEHR surges over 200% in 2026 on AI infrastructure demand, record bookings, and silicon photonics customer win.

Marvell rallied 21% in March after beating earnings expectations and announcing a $2 billion Nvidia partnership to develop AI infrastructure and optical technologies.

Aehr Test Systems surged 30.6% on its first silicon photonics customer order for AI data center equipment, though declining revenues and negative profits raise execution risks.

Marvell stock surged 12.84% after Nvidia announced a $2 billion investment and strategic partnership to develop AI infrastructure, custom processors, and networking solutions.

Aehr Test Systems stock surges 20% after winning major silicon photonics customer with orders scheduled for late 2026, signaling exposure to AI data center expansion.

Forge Nano opens Taiwan engineering office to serve AI data center photonics market, backed by ALDx technology achieving 23% insertion loss reduction and manufacturing partnerships.

Tower Semiconductor rallied 31.5% this week after announcing AI networking partnership and new power management tech, riding silicon photonics momentum.

Applied Optoelectronics showcases next-gen optical infrastructure at OFC 2026, secures first 1.6T transceiver order from major hyperscale customer.

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.

U.S. optical interconnect market projected to reach $67.14B by 2035 with 13.86-14.14% CAGR, driven by data center and AI expansion.

Tower Semiconductor and Salience Labs partner to manufacture optical switches for AI data centers using silicon photonics technology, targeting commercial availability with ultra-low latency performance.

Tower Semiconductor and Scintil Photonics launch LEAF Light™, an integrated laser solution for AI data centers offering increased bandwidth, reduced power consumption, and lower latency.