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NEWS TAGGED OPTICS
Monday 9 March 2026
Chinese optics firms shift from smartphones toward higher-end applications
China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...
Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Wednesday 4 March 2026
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
Wednesday 4 March 2026
Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Monday 2 March 2026
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
Thursday 12 February 2026
Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...
Wednesday 11 February 2026
AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030
AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding...
Tuesday 10 February 2026
Analysis: How Singapore turns talent, R&D into an optics edge
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia...
Friday 6 February 2026
Largan posts 11% yearly revenue gain despite seasonal slowdown

Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
Wednesday 28 January 2026
Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production
Lightmatter is hosting its Tech Day in Taiwan on January 28, 2026, following the announcement of strategic partnerships with Global Unichip Corp. (GUC), Cadence Design Systems, and...
Monday 26 January 2026
Commentary: Metalenses move from lab to market, reshaping optical design
As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading...
Monday 26 January 2026
Taiwanese precision optics reaps benefits of waveguide tech
Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal...