2026– date –
-
Lumentum’s Optical Components Business Accelerates Amidst AI Boom, Bolstering Investments in 800G/1.6T and CPO
Zacks USA Overview Lumentum's optical components business is rapidly accelerating, driven by the expanding AI-powered optical networking market. The company is actively scaling its manufacturing capacity for 800G and 1.6T transceivers wh... -
AI Infrastructure Boom Fuels Stock Surge for Optical Networking Leaders Coherent and Lumentum
Invezz USA Overview Driven by the escalating demand for AI infrastructure, optical networking companies like Coherent and Lumentum Holdings have experienced significant stock gains in 2026. Bank of America predicts Coherent to capture 20... -
TSMC Forecasts $1.5 Trillion Semiconductor Revenue by 2030, Introduces Optoelectronic COUPE Technology for AI
Taipei Times Taiwan Overview TSMC projects global semiconductor revenue to reach $1.5 trillion by 2030, driven by surging AI demand. The company plans to release its Compact Universal Photonic Engine (COUPE) technology this year, integra... -
NTT Group Advances IOWN Vision with Diverse R&D: Ultrafast Light Processing, Thinnest Liquid Crystal Layers, and Subsea Cables
NTT Group (WEB media that thinks about the future with NTT) Japan Overview NTT Group is driving the IOWN initiative forward with a broad range of R&D, releasing multiple technical articles covering optoelectronic integration, novel m... -
GlobalFoundries Projects Silicon Photonics Revenue to Double by 2026, Exceeding $1 Billion by 2028
TrendForce USA Overview GlobalFoundries (GF) is poised for significant growth in its silicon photonics business, with revenue projected to double by 2026 and surpass $1 billion by the end of 2028. This surge is driven by the industry's r... -
GlobalFoundries Unveils SCALE™ Optical Module Solution to Accelerate Co-Packaged Optics for AI Data Centers
GlobalFoundries (GF) USA Overview GlobalFoundries (GF) has introduced its SCALE™ optical module solution, designed to accelerate the adoption of Co-Packaged Optics (CPO) for advanced AI data centers. This platform is the industry's first... -
NVIDIA and Corning Partner to Scale US AI Optical Interconnect Manufacturing Tenfold
Business20Channel.tv USA Overview NVIDIA and Corning have announced a multi-year strategic partnership to dramatically expand US manufacturing capacity for advanced optical interconnect solutions targeting AI data centers. This collabora... -
Chinese Academy of Sciences Boosts Perovskite Solar Cell Efficiency and Stability to 26.17% (Cell) & 23.14% (Mini-Module) with Glutathione Additive
Chinese Academy of Sciences China Overview A research team at the Chinese Academy of Sciences developed a synergistic strategy based on glutathione (GSH) to simultaneously enhance the efficiency and stability of inverted perovskite solar... -
Huazhong University Achieves 29.80% Efficiency in All-Perovskite Tandem Solar Cell via Laser Polishing
pv magazine China Overview Researchers at China's Huazhong University of Science and Technology have achieved a 29.80% conversion efficiency in an all-perovskite tandem solar cell using a non-contact laser polishing strategy. This techni... -
Material Engineering Breakthrough Significantly Boosts Perovskite Solar Cell Stability in 2026, Accelerating Commercialization
Sunhub USA Overview Significant advancements in perovskite solar cell long-term stability have been reported in 2026, driven by material engineering innovations. This breakthrough strengthens the perovskite crystal structure under operat...
