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    Commentary: How iPad Air became a catalyst for IT OLED expansion
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    Chinese automakers pivot to humanoid robots as policy support shifts
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    NEWS TAGGED OPTICS
    Wednesday 19 August 2026
    NSTC's unmanned vehicle revenue tops 40% as semiconductor AOI and CPO fuel growth
    Optical imaging technologies company New Smart Technology (NSTC) is moving beyond traditional optical and image inspection into semiconductor high-end automated optical inspection...
    Tuesday 18 August 2026
    Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
    Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
    Monday 17 August 2026
    WaveSplitter returns to profit as AI optics demand lifts 1H revenue

    WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

    Monday 17 August 2026
    Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
    Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
    Friday 14 August 2026
    LandMark Optoelectronics says silicon photonics capacity is "very, very tight"
    LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...
    Friday 14 August 2026
    Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
    Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...
    Thursday 13 August 2026
    Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

    The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years...

    Thursday 13 August 2026
    Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
    Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
    Thursday 13 August 2026
    409.6T switches could push industry toward CPO, Arista says
    Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...
    Wednesday 12 August 2026
    OCP APAC 2026: Ecosystem not yet ready for co-packaged optics, ASE's Nicole Tien warns

    Co-packaged optics has become the inflection point for AI infrastructure, but the industry has not yet built the shared testing standards...

    Wednesday 12 August 2026
    OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

    Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

    Wednesday 12 August 2026
    OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

    Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

    Wednesday 12 August 2026
    OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

    At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

    Wednesday 12 August 2026
    MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
    The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
    Wednesday 12 August 2026
    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
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    BIZ FOCUS
    Aug 19, 15:43
    SK hynix Accelerates 40 Trillion won Share Repurchase and Cancellation
    Thursday 13 August 2026
    AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22-23
    Wednesday 12 August 2026
    From Campus to Global R&D: Joining Phison in Malaysia
    Tuesday 11 August 2026
    ViTrox showcases AI packaging inspection solutions at SEMICON Taiwan 2026.
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