August 2026– date –
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High-Frequency MLCC Evolution Critical for 800G/1.6T Optical Modules: Enabling AI-Era High-Capacity Communications
Barron (Barron MLCC) International Overview The evolution of high-frequency multilayer ceramic capacitors (MLCCs) is proving critical for enabling next-generation 800G and 1.6T optical modules. These ultra-high-speed modules require ultr... -
Ciena Awaits Q3 2026 Earnings, Market Focus on Coherent Optical Solutions and Network Automation Trajectory
MarketBeat USA Overview Ciena is set to announce its Q3 FY226 earnings, drawing market attention to its performance and strategic direction. Its product portfolio, tailored for carriers, cloud providers, and large enterprises, encompasse... -
Coherent Accelerates AI Optical Interconnect Growth with NVIDIA Partnership and $2 Billion US Investment Plan, Meeting 800G/1.6T Demand
Andy Lin's Long-term Stock Investment Blog USA Overview Coherent is addressing increasing demand for advanced 800G/1.6T optical transceivers and photonic components driven by expanding AI data center infrastructure and high-performance c... -
Enablence and ShunYun Achieve Volume Production Readiness in Vietnam for 800G/1.6T, CPO/LPO High-Speed PLCs, Bolstering Non-China Supply
Newsfile USA Overview Enablence Technologies and ShunYun Technology have achieved volume production readiness at their new Vietnam facility, set to support the growth of AI data centers. The factory will produce high-speed Planar Lightwa... -
Coherent Achieves Record Q4 2026 Revenue, Driven by Robust 800G/1.6T Optical Transceiver Demand from AI Data Centers
The Motley Fool USA Overview Coherent reported record revenue for its fiscal Q4 2026, fueled by strong demand for 800G and 1.6T optical transceivers due to the shift from copper to optical connectivity in AI data centers. The company is ... -
Lumentum Drives 1.6T Optical Module Market with NVIDIA Multi-Billion Deal, Expands Japan Production for AI Data Centers
MarketBeat USA Overview Lumentum is capitalizing on the rapid shift to optical connectivity in AI data centers, achieving market leadership with its 1.6T optical modules. The company commenced shipments in Q4 FY2026 and secured a multi-b... -
Optical Communications Rapidly Advances: 1.6T Transceivers Deployed, 3.2T in Testing as Terabit Era Dawns
Fibre Systems UK Overview The optical communications industry has rapidly progressed, with 1.6T transceivers now operational and 3.2T products entering testing just two years after 800G became mainstream. This rapid evolution is directly... -
Heterogeneously Integrated Thin-Film Lithium Niobate Coupled-Cavity Modulator Enables Tunable Frequency Beam Splitting on Silicon
arXiv International Overview Researchers have developed a heterogeneously integrated thin-film lithium niobate (TFLN) coupled-cavity modulator on silicon that achieves tunable bidirectional frequency mode conversion. This breakthrough al... -
Thin Film Lithium Niobate Modulator Market Projected to Reach $2.51 Billion by 2034
EINPresswire.com (The National Law Review) USA Overview The Thin Film Lithium Niobate (TFLN) modulator market is forecast to reach $2.51 billion by 2034, driven by escalating demand from AI infrastructure and next-generation pluggable op... -
Solinide Photonics Secures €4M Seed Round to Commercialize AI Data Center Microcomb Technology
Tech.eu Sweden Overview Swedish deep-tech firm Solinide Photonics has closed a €4 million seed funding round to accelerate the commercialization of its silicon nitride (SiN) photonic integrated circuits and microcomb technology for AI da...
