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    Commentary: Behind Micron's bet for a long memory demand cycles
    4h 11min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    4h 11min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    4h 11min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    4h 12min ago
    MCU price hike expectations drive early 1H26 pull-ins
    4h 12min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    4h 12min ago
    NEWS TAGGED PHOTONICS
    Wednesday 27 May 2026
    Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
    Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
    Tuesday 26 May 2026
    The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
    As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
    Tuesday 26 May 2026
    Lightmatter joins TSMC on COUPE for 3D optical engines
    AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
    Tuesday 26 May 2026
    Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

    South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

    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.

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook