TSMC + Nvidia: Bringing Unity to the Silicon Photonics Industry?

An image of a supercomputer server with photonics cables. The photonics cables with laser light.

This article is the third in a series of silicon photonics write-ups over on Semiconductor Insider. In this segment, we’re explaining (hopefully in easy-to-understand language) Nvidia (NVDA) and Taiwan Semiconductor Manufacturing’s (TSM) silicon photonics breakthrough: Co-packaged optics (CPO) in Nvidia’s AI data center switching devices. TSMC has been steadily growing its manufacturing empire into new […]

Will Tariffs Doom Chip Stocks and End the Bull Market?

A stack of shipping containers that look like microchips.

With President Trump back in the White House, we were already anticipating market turbulence due to tariffs. The month of March didn’t disappoint on that front. Not even semiconductors have been spared, with hints that tariffs might be in store for chips made outside of the U.S. Let’s do an update on our video from […]

Rocket Lab (RKLB) Stock — Buy the Dip Before Liftoff?

A rocket lifting off

Rocket Lab’s stock has skyrocketed over 300% in the past year, thanks to groundbreaking satellite technology and upcoming rocket launches. Analysts are buzzing, suggesting this could be just the beginning for this rising star in the space industry.