LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

Lumentum is expanding its CPO portfolio as AI infrastructure demand rises, with commercial deployments expected to support ...

Lumentum: The Market Is Counting Lasers While The Business Model Changes Underneath It

Lumentum (LITE) buy thesis: moving up the optical stack to full systems, driving fast sales CAGR and margin expansion with 15 ...
sharewise

Lumentum Stock Skyrockets 700% in a Year: Is It Still a Buy?

Lumentum Holdings’ LITE shares have delivered extraordinary gains over the past year, soaring 700%, far outpacing the ...

Integrated optical transceivers: architectures, key technologies, and applications

Optical interconnects, leveraging intrinsic advantages such as high bandwidth, low loss, and immunity to electromagnetic interference (EMI), are thus regarded as a promising solution to these barriers ...

Ciena: Up 80% YTD And Still Cheap

Ciena benefits from unprecedented demand for optical connectivity, driving revenue acceleration and expanding backlog. Learn ...
DIGITIMES

SuperX Partners with TFC to Build a Core Ecosystem for Global AI Optical Interconnect, with Strategic Joint Venture Fully Launched

SuperX AI Technology Limited (NASDAQ:SUPX), a NASDAQ-listed full-stack AI infrastructure solutions provider, announced that SuperX Optical Communications Pte. Ltd., a Singapore joint venture jointly ...

Nvidia’s Next AI Rack Hit A Manufacturing Snag. The Company’s Fastest Product Cycle Just Slowed Down.

Nvidia's next-generation Kyber NVL144 rack-scale AI system has reportedly been delayed by more than a year after ...
Design And Reuse

High-Speed SerDes Design: Architecture, Equalization, and CDR Circuits

High-Speed Serializer/Deserializer (SerDes) technology addresses these challenges by enabling efficient communication over ...
AASTOCKS.com

BofAS Raises SUNNY OPTICAL (02382.HK) TP to HKD69; Remains Conservative on Near-term Outlook

BofAS issued a research report stating that SUNNY OPTICAL (02382.HK) -1.800 (-2.951%) Short selling $268.84M; Ratio 29.600% ...
Armed robbery in Revesby

Optical Transceivers: Designs, Tech, and Applications

Announcing a new publication from Opto-Electronic Technology; DOI 10.29026/oet.2026.250014. Driven by the rapid proliferation of Artificial Intelligence (AI) and High-Performance Computing (HPC), ...
Digi Times

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

BOE, China's leading display panel maker, is accelerating its move into next-generation packaging technologies for the AI era. The company recently disclosed that it has formed a dedicated project ...