News tagged optics at DIGITIMES

NEWS TAGGED OPTICS

Wednesday 12 August 2026

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...

Wednesday 12 August 2026

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...

Wednesday 12 August 2026

OCP APAC 2026: ASE unveils AI packaging trilogy

Demand for AI infrastructure is forcing chipmakers and data-center operators to rethink how systems are built, with implications for...

Tuesday 11 August 2026

AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

Introduction

Tuesday 11 August 2026

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...

Tuesday 11 August 2026

Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Monday 10 August 2026

Ability Enterprise July revenue hits decade high on stronger optical module shipments

Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...

Friday 7 August 2026

Interview: Nvidia exec on progress of CPO production and pluggable optics

Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...

Wednesday 5 August 2026

From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era

Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

Monday 3 August 2026

ROEC eyes AI optical communications without competing

Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

Saturday 1 August 2026

At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest,...

Thursday 30 July 2026

GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

GlobalFoundries has signed a letter of intent with the US Department of Commerce for a potential US$300 million award to accelerate...

Thursday 30 July 2026

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...

Wednesday 29 July 2026

Corning bets on SiPh and CPO to drive AI data center growth

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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