At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects.

The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030. Volume shipments of 1.6T modules are set to scale up starting in 2026, followed by initial revenue contributions from 3.2T modules in 2028. Silicon photonics (SiPh) serves as the core architecture underpinning this growth trajectory, with the majority of modules at 800G and above already transitioning to SiPh designs.

Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase a growing web of partnerships. This is a strategy the company says reflects both its late entry into the photonics race and its long-term goals in the region.