News•Apr 27, 2026
Mycronic Anxiety with All So-Called Photonics Bottlenecks
Mycronic AB reported a record Q1 2026, posting net sales of SEK 2.5 bn (≈$235 m), up 17% YoY, and EBIT of SEK 938 m (≈$88 m) at a 37% margin. Order intake jumped 260% to SEK 2.53 bn, driven by AI‑adjacent demand across its photonics divisions. Management lifted its 2026 sales outlook to SEK 8.75 bn (≈$822 m), prompting the stock to surge roughly 50% in a single session.
By Fabian – Semis/AI Earnings
News•Apr 22, 2026
The Third Tier: Scale-Across Like Kriss Kross
NVIDIA introduced the "scale‑across" tier at Hot Chips 2025, defining a new networking layer that connects AI training clusters across buildings, campuses, and even continents. The approach relies on coherent optics and disaggregated WDM to treat distant racks as a...
By Fabian – Semis/AI Earnings