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    Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract
    35min ago
    Anthropic expands India leadership team as enterprise and startup AI adoption accelerates
    36min ago
    Morgan Stanley: Supply constraints to drive next phase of the AI boom
    36min ago
    Acer sees AI token economy extending Taiwan's PC supply-chain gains
    40min ago
    Export controls cast a shadow over AI's optical communications supply chain
    40min ago
    DeepX targets wider NPU partnerships at Computex 2026
    41min ago
    Column: Embodied reasoning brings robots closer to deeper thinking
    42min ago
    Nvidia ramps up hiring in Vietnam for AI server assembly, eyes closer Foxconn collab
    May 28, 18:29
    Four major shifts for AI semiconductors as physical AI moves into factories
    May 28, 18:29
    Capacity is the new moat in the ASIC race
    May 28, 18:29
    AI chip battle expands into CPUs as cloud giants target agentic AI
    May 28, 18:29
    Why has Xpeng’s South Korea debut stalled?
    May 28, 18:29
    SpaceX says AI chip shortage threatens Orbital AI push
    May 28, 18:29
    NEWS TAGGED OPTICS
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

    Wednesday 27 May 2026
    China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters
    SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for...
    Wednesday 27 May 2026
    Quality Innovation Powering AI: ZEISS Makes COMPUTEX Forum Debut

    ZEISS, a global leader in optics and optoelectronics, will bring the quality discussion to the official COMPUTEX 2026 Forum stage for the first time this year, highlighting...

    Monday 25 May 2026
    AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
    MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...
    Friday 22 May 2026
    China's Wuhan optics hub bets big on AI with 12.8T module debut
    The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....
    Wednesday 20 May 2026
    From boardrooms to bedside: AI cameras climb the value chain
    AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent...
    Friday 15 May 2026
    China keeps tight InP export controls despite Trump-Xi talks
    As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
    Friday 15 May 2026
    Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
    Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
    Thursday 14 May 2026
    Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates
    Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued...
    Thursday 14 May 2026
    Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
    Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...
    Wednesday 13 May 2026
    Ableprint posts record first-quarter profit as CPO orders set to begin in June
    Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process...
    Friday 8 May 2026
    Nvidia, Corning lock in US AI optics expansion with new fiber plants
    Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity,...
    Friday 8 May 2026
    Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
    Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
    Friday 8 May 2026
    BenQ Materials bets on CPO and microLED amid optical communications push
    BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook