News tagged optics at DIGITIMES

NEWS TAGGED OPTICS

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...

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...

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Can Wearable Health Devices Reflect Traditional Chinese Medicine Concepts?

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