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NEWS TAGGED OPTICAL COMPONENTS
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...
Friday 15 May 2026
Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage
Metalens technology is now moving from proofs-of-concept toward targeted applications in smart glasses and machine vision, as its extreme thinness makes it well-suited for use cases...
Friday 15 May 2026
AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Thursday 14 May 2026
TSMC SVP: better AI days lie ahead, remember the keyword 'COUPE'
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior...
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.

Tuesday 21 April 2026
Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
Friday 10 April 2026
MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
MetaOptics, a Singapore-based metalens developer, is partnering with Taiwan's Pin-Jye Nano Technologies to scale production of next-generation optical components as the technology...
Thursday 9 April 2026
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

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...
Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
Monday 12 January 2026
GSEO's 2025 revenue rises nearly 8% YoY, with significant potential benefits in 2026
GSEO announced that its consolidated revenue for December 2025 reached NT$2.63 billion (approx. US$83.3 million), up NT$361 million from November's NT$2.269 billion, representing a...
Friday 12 December 2025
VPEC will focus on optical components in 2026
AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...
Tuesday 11 November 2025
Taiwan optical firms eye expanding drone payload market
As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module expertise...