Back to ResearchSemiconductors
TechChain Insights Q&A: Himax's Silicon Photonics Powering Nvidia's Next Generation Chips
June 17, 202610 min read
Related Research
Semiconductors
Ambiq Micro (AMBQ US) 1Q26: Beat, Raise, and a Year Pulled Forward on the Edge AI Thesis
1Q26 revenue grew 59.3% YoY to US$25.1m, exceeding guidance. Management guided 2Q26 to US$31–32m (~75% YoY) and pulled non-GAAP breakeven into 2H27 or early 2028. Over 80% of units shipped ran AI on-device.
Read more SemiconductorsNanya Tech Q1 2026: Legacy DRAM Squeeze Confirmed, and Three NAND Rivals Just Bought Equity to Secure Supply
Nanya's 67.9% gross margin on non-HBM DRAM — with volume down and prices up >70% QoQ — is the cleanest external data point yet on how the AI capex cycle is reshaping the memory stack. Three NAND rivals and Cisco just bought equity to lock in supply.
Read more SemiconductorsTSMC's Global Manufacturing Strategy: From Taiwan to Arizona and Beyond
A strategic analysis of TSMC's geographic diversification, the $100 billion U.S. investment, and why Taiwan will remain one generation ahead in leading-edge nodes.
Read more