News tagged optics at DIGITIMES

NEWS TAGGED OPTICS

Saturday 13 June 2026

Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

Friday 12 June 2026

Nextron says AI supply chain is in place as orders extend to 2027

Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...

Thursday 11 June 2026

CPO delays may shift AI networking demand, not derail it

Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

Monday 8 June 2026

Molex expands in Taiwan as AI interconnect demand splits between copper and optics

Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan...

Monday 8 June 2026

Largan posts 43% year-on-year May revenue rise

argan Technology reported consolidated May revenue of NT$4.593 billion on June 5, a 14% decline from April and a 43% increase from May 2025. First five-month revenue reached NT$25.495...

Friday 5 June 2026

Metalenses move from lab concept to robotics opportunity

As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning...

Friday 5 June 2026

COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain

Taiwan's optics makers, traditionally absent from PC-focused trade shows, made a landmark appearance at COMPUTEX 2026. Industry leaders including Largan Precision, Ability Opto-Electronics...

Wednesday 3 June 2026

Lightmatter joins Nvidia NVLink Fusion ecosystem to expand optical AI connectivity

Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration...

Wednesday 3 June 2026

Largan makes first Computex appearance with CPO push for AI data centers

Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking...

Wednesday 3 June 2026

GSEO sees CPO business as potential second growth engine from 2027 to 2028

Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...

Tuesday 2 June 2026

Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way through

On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure...

Tuesday 2 June 2026

Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'

Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about...

Tuesday 2 June 2026

GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics

GSEO expects a traditional peak season in the second half as smartphone camera customers prepare to ramp new-model orders from mid- to late June, while AI glasses have become its second-largest...

Monday 1 June 2026

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing...

Saturday 30 May 2026

AUO Micro LED CPO enters sampling stage

AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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