Based on TrendForce’s projection that nearly 4 million Google TPUs will be shipped in 2026, demand for 800G-plus optical modules is expected to exceed 6 million units ...
Applied Optoelectronics, Inc. could benefit from AI data center scale-out and 400G/800G/1.6T demand. Click here to read my ...
AI datacenter 1.6T optical transceivers, vertical integration edge, valuation risks, and key upside catalysts—read now.
Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its ...
Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and ...
Applied Optoelectronics reports fourth-quarter results Thursday after the market close, with investors focused on whether the optical transceiver maker can demonstrate meaningful progress in its pivot ...
The laser module is one of the least reliable components in such a system. For that reason, it remains in a convenient pluggable form, enabling easy and inexpensive replacement. If designers were to ...
Last year, Semtech released the LR2021 LoRa Plus transceiver chip, designed to address the low data-rate issue associated with LoRa, but surprisingly, ...
Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems ...
Discover the top 3 undervalued Electronic Equipment, Instruments & Components stocks for Wednesday, February 25 based on AAII ...
IoT connectivity leader demonstrates portfolio spanning low-power LoRa to 5G RedCap Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) ...
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