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    KYEC signs advanced payment deal with Nvidia for US testing expansion
    3min ago
    Samsung integrates AI into daily life as LG showcases smart factories, data-center cooling
    12min ago
    Shanghai HiSilicon expands DDI push across all display sizes
    Oct 13, 18:14
    Applied Materials CEO outlines a trio of innovation priorities for AI chip race
    Oct 13, 18:13
    AI accelerator growth shifts toward value, not volume
    Oct 13, 18:13
    NEWS TAGGED OPTICS
    Tuesday 13 October 2026
    Nvidia and Cisco unveil new optics design to help scale AI factories
    Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...
    Tuesday 13 October 2026
    Wistron, Wiwynn spotlight liquid-cooled AI compute, storage at OCP
    Wistron and Wiwynn are showcasing next-generation AI compute and storage systems for AI factories at the 2026 Open Compute Project (OCP) Global Summit in San Jose, California, with...
    Tuesday 13 October 2026
    Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply
    Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company...
    Monday 12 October 2026
    Commentary: Largan plays defense in phones, presses CPO offensive
    Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
    Monday 12 October 2026
    Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
    The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...
    Monday 12 October 2026
    Largan shifts new plant to FAU production as smartphone orders soften
    Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units,...
    Thursday 8 October 2026
    AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
    As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
    Wednesday 7 October 2026
    Huawei's NPO bet challenges CPO's path to AI scale
    Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability,...
    Wednesday 7 October 2026
    Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
    Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
    Tuesday 6 October 2026
    Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
    Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
    Tuesday 6 October 2026
    Drone share tops 10% as Calin Technology eyes LEO optics, auto growth
    Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting...
    Tuesday 6 October 2026
    Qualcomm says Huawei patent deal not tied to LogicFolding, rejects net-payer claims
    Correction, Oct. 6, 2026: An earlier version of this story, citing Bloomberg, reported that Qualcomm had agreed to license patents related to Huawei's LogicFolding...
    Tuesday 29 September 2026
    GlobalFoundries eyes GaN expansion to challenge TSMC in AI

    GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

    Wednesday 23 September 2026
    Lightmatter launches an optical module that cuts AI cluster fiber in half
    US photonics company Lightmatter has launched an optical module that sends and receives data over a single strand of fiber. The company says this halves the cabling needed to connect...
    Monday 21 September 2026
    Largan makes seventh land, factory purchase of 2026 in co-packaged optics push

    Major Taiwanese optical lens maker Largan Precision announced on September 17 that it acquired around 7,468.43 square meters of land...

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