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NEWS TAGGED OPTICS
Wednesday 6 August 2025
OCP APAC 2025: ASE doubles down on co-packaged optics as AI reshapes semiconductor design
As artificial intelligence continues to redefine the architecture and demands of modern computing, ASE is positioning Co-Packaged Optics (CPO) and advanced packaging at the center...
Monday 4 August 2025
Tariff relief? Taiwan's lens makers are watching something else
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology...
Sunday 3 August 2025
Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
Friday 1 August 2025
Huawei's shadow fab (4): China's homegrown 'twin' exposure tool challengers
As the global semiconductor arms race intensifies, China's homegrown players are racing to localize critical chipmaking tools. One standout is Shanghai Yuliangsheng Technology Co.,...
Monday 28 July 2025
Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael...
Thursday 3 July 2025
Radiant merges three companies in two years to fuel meta-optics expansion
Radiant Opto-Electronics, a major manufacturer of backlight modules, acquired Finnish optics company Nanocomp in August 2023. Just over a year later, in September 2024, Radiant fully...
Tuesday 24 June 2025
Tesla robotaxi quietly launches as auto camera margins squeeze suppliers
Tesla's robotaxi service has soft-launched with limited fanfare, though the autonomous vehicle sector continues drawing global investor interest. Industry analysts are tracking related...
Monday 23 June 2025
NTT faces headwinds in co-packaged optics effort, pins hopes on Rapidus
Japanese telecommunications company NTT is encountering significant challenges in its efforts to mass-produce co-packaged optics (CPO), a next-generation technology increasingly critical...
Thursday 19 June 2025
Taiwan's Kinko Optical eyes expansion in high-value optics as global volatility mounts
Amid increasing global uncertainty marked by escalating geopolitical tensions, rising inflation, and unstable supply chains, Taiwan's Kinko Optical is shifting its focus away from...
Wednesday 18 June 2025
Kinko Optical hits infrared milestone, sets sights on steady auto growth
Kinko Optical Co. is focusing its automotive strategy on external cameras used in ADAS and autonomous driving systems. In 2024, the company gained certification from global auto parts...
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control...
Tuesday 17 June 2025
Tesla demands supplier relocation in face of falling sales; some opt to exit
Tesla's global sales have sharply declined, with the US and European markets experiencing the steepest drops. Sources cite multiple contributing factors, including public tensions...
Tuesday 17 June 2025
Through robot eyes: A new frontier shaped by optics makers
As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite...
Friday 6 June 2025
Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026
Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...
Thursday 29 May 2025
AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...