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    NEWS TAGGED OPTICS
    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...

    Friday 18 September 2026
    GlobalFoundries, Marvell expand SiGe capacity deal for AI optical connectivity

    GlobalFoundries (GF) and Marvell Technology have expanded a multi-year agreement to increase production capacity for silicon germanium...

    Friday 18 September 2026
    FIT hedges its AI optics bets with Corning EBO, TSMC co-packaging talks

    Foxconn Interconnect Technology (FIT) chairman Sidney Lu said AI demand remains strong, with overall capacity near full utilization...

    Thursday 17 September 2026
    Huawei Connect 2026: Ascend 960 puts industry-first NPO supernode at heart of Huawei's AI scale-up bet
    Huawei has unveiled its next-generation Ascend 960 supernode, positioning near-packaged optics (NPO) at the centre of its effort to scale AI computing beyond the limits of individual...
    Wednesday 16 September 2026
    BizLink's CPO breakthrough hits the hard part: scaling
    BizLink has begun small-volume shipments of co-packaged optics (CPO), but chairman Roger Liang said mass deployment remains constrained by fiber array unit (FAU) assembly, thermal...
    Wednesday 16 September 2026
    CPO ramp pushes silicon photonics testing upstream to catch defects early

    As AI servers drive demand for higher-speed optical interconnects and co-packaged optics (CPO) moves toward volume production, silicon...

    Wednesday 16 September 2026
    As AI data centers hit a transmission wall, GlobalFoundries pushes into silicon photonics
    At the China International Optoelectronics Expo (CIOE), a palm-sized metal transceiver represents the shift from copper to light in data center infrastructure, one of the biggest transformations...
    Tuesday 15 September 2026
    Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

    The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...

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    Chunghwa Telecom's Simplified Modular Data Center delivers fast turnkey deployment
    Tuesday 6 October 2026
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions