Stocks · News reference
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Bipartisan lawmakers seek to ban Chinese optical transceivers from sensitive U.S. government systems over security concerns.
Wall Street loves a good upgrade, especially when the stock has already doubled and the analyst can explain why everyone should have owned it six months ago. One place I look for ideas is the investment portfolios of
Tower Semiconductor announced its 2026 Technical Global Symposium scheduled for November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing. The symposium will feature CEO keynote, executive panels with leaders from Google, Arista, Coherent, and Terahop, and technical sessions showcasing Tower's silicon photonics, SiGe, RF, power management, and sensor platforms.
GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.