News tagged optical components at DIGITIMES

NEWS TAGGED OPTICAL COMPONENTS

Thursday 3 September 2026

China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027

AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility...

Monday 31 August 2026

Lightel posts record first-half revenue, profit as LEO satellite demand rises

Lightel Technologies reported record first-half results for 2026, with consolidated revenue reaching NT$590 million (US$18.7 million), net profit at NT$107 million, and earnings per...

Tuesday 18 August 2026

Huawei Hubble builds China's InP optical chip stack for the AI interconnect era

Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...

Thursday 13 August 2026

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.

Wednesday 12 August 2026

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...

Wednesday 12 August 2026

OCP APAC 2026: Murata upgrades power, optical products as AI data centers strain global infrastructure

Murata Manufacturing has unveiled upgraded power converters and optical components, highlighting how rising AI workloads are pushing data centers worldwide toward denser, more efficient...

Tuesday 11 August 2026

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...

Friday 7 August 2026

US optical transceiver ban risks slowing AI data center build-out

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...

Friday 7 August 2026

Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Monday 3 August 2026

ROEC eyes AI optical communications without competing

Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

Tuesday 28 July 2026

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...

Monday 29 June 2026

Taiwan optics makers eye humanoid robot vision market as deployments accelerate

As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...

Wednesday 17 June 2026

Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...

Thursday 11 June 2026

Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts

Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new...

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...

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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