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

Empowering Optical Interconnect Innovation, GigaDevice Unveils Dedicated MCUs for Optical Modules. As a leading supplier of ...

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

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

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 ...

IICIE Emphasizes semiconductor materials, wafer fabrication equipment, packaging and testing, 2.5D/3D advanced packaging, and ...

Earlier this spring, AMD, Broadcom, Meta Platforms, Microsoft, Nvidia, and OpenAI formed the Optical Compute Interconnect ...

The optical communication sector, considered a core infrastructure of artificial intelligence (AI) data centers, has recently experienced a significan ...

A new 256-page report finds the global optical transceiver market is on a trajectory that roughly doubles or more across 2026-2036, with AI-network demand emerging as the fastest-growing segment as ...

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 ...

Late last year, Nvidia made a strategic investment in Nokia as part of a collaboration on AI infrastructure projects.

The OCI MSA settled the architecture for optical scale-up. How fast bandwidth scales is a manufacturing question, not an ...