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    China pushes domestic AI models to pair with local chips
    2h 48min ago
    Commentary: Stellantis is funding America's car future — and China may be the one building Europe's
    2h 48min ago
    GlobalWafers : Asian capacity is full; Texas ramp-up and square wafer shipments in 4Q26
    2h 48min ago
    Intel CEO Lip-Bu Tan set for Taiwan trip ahead of COMPUTEX 2026
    2h 48min ago
    Samsung launches first 6K gaming monitor to defend premium market
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    Samsung to shift P4 output toward HBM, tightening DRAM supply
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    NEWS TAGGED PHOTONICS
    Monday 25 May 2026
    Beyond Silicon Valley: Lam Capital's startup contest goes global
    Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup...
    Monday 25 May 2026
    Huawei targets AI optical networking with InP chip startup investment
    Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...
    Saturday 23 May 2026
    Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family
    Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU...
    Friday 22 May 2026
    China's Wuhan optics hub bets big on AI with 12.8T module debut
    The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....
    Friday 22 May 2026
    As AI reshapes data center power, Liteon bets on silicon photonics

    Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into...

    Thursday 21 May 2026
    China memory supplier Biwin's AI photonics funding raises questions
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    Thursday 21 May 2026
    TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
    Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will...
    Thursday 14 May 2026
    Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates
    Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued...
    Thursday 7 May 2026
    Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
    Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
    Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
    As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook