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    Taiwan's drone industry targets NT$20 billion output and global supply chain integration by 2026
    47min ago
    New Fibers Textile faces supply chain risks amid Middle East conflict
    47min ago
    Taiwan plans silicon photonics high-speed verification lab to shorten development cycles
    48min ago
    Samsung cautiously plans memory expansion amid risk of 2028 supply glut
    48min ago
    China exposes paid manipulation behind genAI, LLM credibility under scrutiny
    48min ago
    AI boom triggers memory chip shortage, impacting game hardware shipments and employment
    48min ago
    NEWS TAGGED PHOTONICS
    Friday 13 March 2026
    Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover
    Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive meetings with supply chain...
    Thursday 12 March 2026
    UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers
    United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds...
    Thursday 12 March 2026
    AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
    Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
    Tuesday 10 March 2026
    Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
    US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    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
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    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 26 February 2026
    Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
    Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
    Friday 13 February 2026
    QuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

    Netherlands-based photonic quantum computing hardware company QuiX Quantum B.V. and germanium silicon (GeSi) photonics specialist Artilux...

    Thursday 12 February 2026
    GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

    GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

    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
    Singapore to boost semiconductors and photonics under RIE 2030
    As demand for higher transmission performance rises alongside the expansion of artificial intelligence and data centers, the 2026 Asia Photonics Expo (APE 2026), held in Singapore,...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook