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NEWS TAGGED OPTICS
Wednesday 29 July 2026
Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

Wednesday 29 July 2026
LG Innotek tops second quarter forecasts on stronger camera module and substrate sales
LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...
Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
Tuesday 28 July 2026
Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
Thursday 23 July 2026
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026
Laser source outsourcing pushes back CPO rollout
While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...
Wednesday 22 July 2026
CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

Wednesday 22 July 2026
WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence...

Wednesday 22 July 2026
'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

Tuesday 21 July 2026
China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

China's AI hardware race is shifting from individual accelerators to supernodes, optical interconnects, advanced packaging and cloud-scale...

Tuesday 21 July 2026
Zeiss accelerates push into AI chip advanced packaging, CPO

Zeiss is moving into a new AI chip battleground as advanced packaging and silicon photonics rise on the back of chiplet-based architectures,...

Thursday 16 July 2026
InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
Tuesday 14 July 2026
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation...

Tuesday 14 July 2026
Samsung brings HBM, logic, and optics together in packaging push
Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising...
Monday 13 July 2026
CPO mass production accelerates new four-stage test equipment market
AI-driven demand is accelerating the shift of co-packaged optics (CPO) from technology validation to mass production, triggering a new wave of equipment demand. Companies including...