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    China recovers Long March 10B booster in reusable rocket milestone
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    NEWS TAGGED OPTICS
    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...
    Friday 29 May 2026
    Foxconn tops 40% AI server share, CPO leadership in sight
    Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook