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    NEWS TAGGED OPTICAL COMPONENTS
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Tuesday 21 April 2026
    Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
    Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
    Friday 10 April 2026
    MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
    MetaOptics, a Singapore-based metalens developer, is partnering with Taiwan's Pin-Jye Nano Technologies to scale production of next-generation optical components as the technology...
    Thursday 9 April 2026
    Hinge maker Jarllytec expands into optical communications, targets AI server demand
    Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
    Monday 23 March 2026
    Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

    Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

    Tuesday 3 March 2026
    Nvidia invests in Lumentum to advance AI optics technology
    Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
    Thursday 12 February 2026
    Young Optics narrows losses as it shifts toward AI-focused products

    After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

    Monday 2 February 2026
    Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
    Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
    Monday 12 January 2026
    GSEO's 2025 revenue rises nearly 8% YoY, with significant potential benefits in 2026
    GSEO announced that its consolidated revenue for December 2025 reached NT$2.63 billion (approx. US$83.3 million), up NT$361 million from November's NT$2.269 billion, representing a...
    Friday 12 December 2025
    VPEC will focus on optical components in 2026
    AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...
    Tuesday 11 November 2025
    Taiwan optical firms eye expanding drone payload market
    As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module expertise...
    Monday 10 November 2025
    Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
    Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine...
    Tuesday 16 September 2025
    China's smart glasses market heats up as waveguide tech takes lead

    If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading...

    Tuesday 9 September 2025
    AI glasses and AR device market booms, but lacks momentum
    Virtual reality (VR), augmented reality (AR), and AI smart glasses have become hot topics recently, highlighting the growing interest in the optical industry. However, most developments...
    Tuesday 2 September 2025
    South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe
    South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook