Software-defined networking (SDN) to date has been around virtualizing and controlling Layer 1/2/3 services inside a fixed amount of optical capacity. And when optical vendors are quizzed as to why ...

July 16 (Reuters) - OpenAI has included Alphabet's (GOOGL.O), opens new tab Google Cloud among its suppliers to meet escalating demands for computing capacity, according to an updated list published ...

Seagate Technology Holdings plc STX is well-placed to gain from solid momentum in mass capacity, which is driving the lion’s share of its revenues. In the last reported quarter, mass capacity revenues ...

April 29 (Reuters) - Seagate Technology (STX.O), opens new tab on Tuesday forecast fourth-quarter results above Wall Street estimates, signaling steady demand for its storage and cloud devices for ...

Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to ...

With major tech companies holding firm on billion-dollar investments into artificial intelligence, the top-performing semiconductor stocks have outpaced those of the software-as-a-service sector so ...

My high-conviction bullish view on Taiwan Semiconductor Manufacturing Company Limited aka TSMC has reaped great rewards. But after Q2 FY25 results, I am not as enthusiastic now. TSMC is seeing red-hot ...

CEO Adaire Fox-Martin highlighted record performance in 2024, with $8.7 billion in revenue, marking 22 consecutive years of ...