Silicon Photonics Stocks Go Wild – Long-Term Investors Should Be Cautious

The next phase of the AI data center buildout, AI inference, has sent two semiconductor sub-industries skyrocketing. Memory chipmakers and silicon photonics started an epic run higher during the second half of 2025, and optimism is high that these companies are on course for a multi-year growth cycle. As with hype cycles like this one, […]