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    Nvidia resumed RTX 3060 production with Samsung's 8nm process amid US export controls
    8h 24min ago
    Nvidia expands GPU market share despite 4Q25 AIB shipment decline
    8h 24min ago
    Middle East conflict triggers automotive supply chain crisis, testing Asian carmakers
    8h 24min ago
    Samsung's Galaxy S26 series aims for double-digit sales growth with innovative features
    8h 25min ago
    Why China's AI ecosystem is moving from DeepSeek V4 to OpenClaw AI agents
    8h 25min ago
    LG Energy Solution switches to L&F cathode materials for Tesla battery supply
    8h 26min ago
    NEWS TAGGED CPO
    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
    FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026
    As AI model training scales up and cloud service providers (CSPs) accelerate the buildout of high-performance data centers, switch bandwidth is moving from 51.2Tbps to the 102.4Tbps...
    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
    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...

    Friday 6 February 2026
    MetaOptics drives heat-resistant metalenses into CPUs

    At the Asia Photonics Expo (APE 2026) in Singapore, DIGITIMES interviewed MetaOptics, the first planar lens company listed on...

    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Wednesday 28 January 2026
    Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27
    In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...
    Wednesday 28 January 2026
    Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production
    Lightmatter is hosting its Tech Day in Taiwan on January 28, 2026, following the announcement of strategic partnerships with Global Unichip Corp. (GUC), Cadence Design Systems, and...
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers

    Collaboration combines GUC's ASIC design leadership with Lightmatter's industry-leading 3D CPO platform to redefine AI infrastructure scalability.Lightmatter, the leader...

    Tuesday 27 January 2026
    The end of the copper age? Lightmatter builds an alliance to power the optical future

    In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp....

    Friday 23 January 2026
    ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam
    ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific...
    Thursday 22 January 2026
    Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth
    As generative AI technologies scale up, the semiconductor industry is poised for a significant transition from copper-based interconnects to optical solutions to meet the stringent...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook