The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

Marvell Technology is solving an important bottleneck in the AI infrastructure space.

Nvidia and Broadcom remain powerful AI winners, but valuation now matters more than hype.

Semtech is emerging as a data center networking component company that offers competitive solutions for the next leg up in AI systems. The company is going through a pivot due to a new approach for ...

The networking infrastructure market is more dynamic and interesting than it’s been in decades—and AI is going to make it more interesting. AI is a voracious consumer of data, whether that’s in the ...

Since 2010, Juliana has been a professional writer in the technology and small business worlds. She has both journalism and copywriting experience and is exceptional at distilling complex concepts ...

Ciena stock has soared impressively this year, and it could get a nice boost following its upcoming quarterly report.

Broadcom is proving to be a key beneficiary in the AI networking market, with around $20 billion of non-accelerator AI backlog. Coherent is also benefiting from the ongoing AI networking upgrade cycle ...

The U.S. communication components industry has been benefiting from healthy demand trends driven by the fast-track 5G deployment and the transition to cloud and fiber networks. As both consumers and ...

LAS VEGAS--(BUSINESS WIRE)--SMK Electronics Corporation U.S.A., a division of SMK Corporation, one of the world’s leading manufacturers of OEM remote controls and electronic components, announced ...