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    NEWS TAGGED OPTICS
    Thursday 2 April 2026
    Wiwynn taps optics chief to deepen CPO push for AI servers

    Wiwynn has nominated LandMark Optoelectronics chairman and CEO Steven Chang to its 2026 board, reinforcing its push into co-packaged optics...

    Friday 20 March 2026
    Lumotive makes optical breakthrough, targets 10,000-port data centers

    As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Saturday 14 March 2026
    Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand
    Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...
    Friday 13 March 2026
    FOCI targets CPO with automated lines, eyes revenue surge in 3 years
    Fiber Optic Communications Inc. (FOCI) is deploying high-precision automated production lines for fiber array units to accelerate the production of co-packaged optics products and...
    Friday 13 March 2026
    Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure
    Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads.
    Thursday 12 March 2026
    Asia Optical posts strong 2025 profit growth led by tech upgrades
    Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
    Monday 9 March 2026
    Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

    The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

    Monday 9 March 2026
    Chinese optics firms shift from smartphones toward higher-end applications
    China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    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
    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 12 February 2026
    Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
    On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
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    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