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Applied Optoelectronics designs and manufactures optical transceivers that move data over fiber inside and between data centers, as well as products for cable television broadband networks. Its high-speed transceivers have become closely tied to the build-out of AI infrastructure, which powered large gains in …
Axcelis makes ion implantation systems, the machines chipmakers use to introduce precise amounts of dopant atoms into silicon wafers. Implant is a critical step in producing power devices, memory and logic chips, and the company serves makers of silicon carbide power chips used in …
Astera designs semiconductor-based connectivity products for data centers, including chips that help move data reliably between processors, accelerators, memory and networking equipment inside AI servers. Its products address bottlenecks that grow more important as AI systems scale, which has made it a closely watched …
A review of available information turned up noEarningsrelease, guidance change, filing or other announcement from the company that would account for a decline of this size. Any link to a particular event would be speculation. What can be said is that APPS fell on …
Arm designs processor architectures and licenses them to chipmakers, earning license fees and royalties on chips that use its designs. Its technology sits at the heart of most smartphones and a growing share ofData Centerand PC processors. Its valuation has been among the richest …
According to market reports, third-quarter revenue was $40.02 million, up 10.4% from a year earlier and ahead of the consensus estimate of about $39.07 million. The company posted aGAAPloss of two cents per share, narrower than the nine-cent loss expected, and adjusted EBITDA came …
ASE is the world's largest provider of outsourced semiconductor assembly and test services, packaging and testing chips designed and fabricated by other companies, a step that has grown more important as advanced packaging becomes central to AI processors. Its US-listed shares are American depositary …
AXT makes compound semiconductor substrates, the specialized wafers on which certain chips and optical devices are built. Its indium phosphide substrates are used in components for optical communications, which has tied the company to the AIData Centerbuild-out, where high-speed optical links are in heavy …
CDW is one of the largest resellers and integrators of IT products and services in the United States, with operations in the United Kingdom and Canada. It sells notebooks, desktops, servers and networking gear along with software, cloud services and support. Because a meaningful …
Coherent makes lasers, optical networking components and engineered materials. A large and fast-growing part of itsBusinessis optical transceivers and related parts that link servers and switches inside data centers, withDemandsurging alongside the AI build-out. Because its biggest driver depends on the spending plans of …
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