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    NEWS TAGGED OPTICS
    Tuesday 25 August 2026
    Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon
    On August 20, SK Hynix's global research team published a paper in Nature Electronics detailing its co-packaged optics (CPO) development for high-performance computing (HPC)...
    Monday 24 August 2026
    CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst
    Challenges around co-packaged optics (CPO) remain unresolved, but they have not slowed the rapid rise of 800G and 1.6T silicon photonics, DIGITIMES analyst Kiwi Hsu said on August...
    Friday 21 August 2026
    Research Insight: CPO gains momentum as AI interconnect demands outpace chip gains
    The AI industry is watching the rise of co-packaged optics (CPO) as faster AI systems now depend on more efficient links between chips and data centers. At DIGITIMES Tech Forum 2026...
    Friday 21 August 2026
    SK hynix outlines CPO roadmap as AI computing shifts from chips to systems
    SK hynix has published a technical roadmap for co-packaged optics (CPO) in the journal Nature Electronics, positioning the world's largest supplier of high-bandwidth memory...
    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...

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