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    Weekly news roundup: Google diversifies custom chips, TSMC share falls, SK Hynix deepens HBM co-design
    1min ago
    Half of GenAI projects stall at PoC as data gaps widen
    2min ago
    Jinpao Precision anticipates 2H26 growth from AI orders, aerospace progress
    4min ago
    AI packaging demand exposes supply-chain gaps for Taiwan materials makers
    13min ago
    India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme
    15min ago
    MIT study finds AI image attribution weakens as training data grows
    23min ago
    NEWS TAGGED OPTICS
    Wednesday 12 August 2026
    OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

    At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

    Wednesday 12 August 2026
    MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
    The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
    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: ASE unveils AI packaging trilogy

    Demand for AI infrastructure is forcing chipmakers and data-center operators to rethink how systems are built, with implications for...

    Tuesday 11 August 2026
    AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

    Introduction

    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...
    Tuesday 11 August 2026
    Taiwan optical firms diverge in CPO push as Corning looms large

    Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

    Monday 10 August 2026
    Ability Enterprise July revenue hits decade high on stronger optical module shipments
    Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...
    Friday 7 August 2026
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
    Wednesday 5 August 2026
    From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era
    Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global...
    Tuesday 4 August 2026
    MediaTek sees SerDes 448G as copper's final battleground
    The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
    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...

    Saturday 1 August 2026
    At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

    When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest,...

    Thursday 30 July 2026
    GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

    GlobalFoundries has signed a letter of intent with the US Department of Commerce for a potential US$300 million award to accelerate...

    Thursday 30 July 2026
    Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption
    AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...
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    Research_DB
    BIZ FOCUS
    Aug 20, 11:00
    Corning-IRICO Trade Secret Case Enters New Phase
    Thursday 20 August 2026
    PGC Helps Startups Accelerate ASIC Development with Turnkey Services
    Thursday 20 August 2026
    Chroma's Proprietary ASIC Technology Reshapes the Semiconductor Test Landscape
    Thursday 20 August 2026
    Henkel Launches LOCTITE ABLESTIK CDF900 Series Conductive Die Attach Film
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