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NEWS TAGGED OPTICS
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...
Tuesday 5 May 2026
Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
Univacco said its Vietnam plant will begin mass production in the second quarter of 2027 as the company moves to position itself in the co-packaged optics and advanced packaging materials...
Tuesday 5 May 2026
AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026
Taiwan-based AUO said it will present integrated Micro LED, optics, sensing and AI display technologies at SID Display Week 2026, aiming to demonstrate transparent, interactive and...
Thursday 30 April 2026
Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom

For more than a decade, the global imaging market has been defined by a clear divide: on one side, rugged, lightweight action cameras built...

Wednesday 29 April 2026
Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key
Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level...
Tuesday 28 April 2026
Radiant Opto-Electronics delays optical communications push by 2–3 years
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure...