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    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    14min ago
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    16min ago
    Chenbro highlights four risk factors amid promising AI server outlook
    22min ago
    Apple finalizes book-style design for foldable iPhone
    39min ago
    US-Iran war disrupts helium supply chain for South Korean semiconductor firms
    39min ago
    Semcos secures exclusive ABF substrate orders for Tesla AI chips for 2027
    39min ago
    NEWS TAGGED OPTICS
    Monday 9 March 2026
    Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

    The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

    Monday 9 March 2026
    Chinese optics firms shift from smartphones toward higher-end applications
    China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    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
    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...
    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
    Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
    On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
    Wednesday 11 February 2026
    AI demand fuels photonics-semiconductor convergence at APE 2026
    As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...
    Wednesday 11 February 2026
    AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030
    AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding...
    Tuesday 10 February 2026
    Analysis: How Singapore turns talent, R&D into an optics edge
    Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia...
    Friday 6 February 2026
    Largan posts 11% yearly revenue gain despite seasonal slowdown

    Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

    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...
    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...
    Monday 26 January 2026
    Commentary: Metalenses move from lab to market, reshaping optical design
    As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook