2026– date –
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Nvidia Invests Billions in Silicon Photonics for Rubin & Blackwell GPUs, Aiming for Petabit-Scale Bandwidth with Minimal Heat
Medium USA Overview Silicon photonics is shifting its focus from long-haul links to short-reach inter-chip interconnects within data centers and AI accelerators, addressing the 'memory wall' problem. Nvidia is investing billions in photo... -
Advanced AI Optical Chip Technologies Fuel Strong Growth Across Next-Generation Computing Applications
Semiconductor-knowledge-hub International Overview The AI optical chip market is experiencing significant expansion driven by the growth of AI and machine learning applications. AI optical chips utilize light for data transmission and pr... -
Lightmatter Reports Optical Interconnects Achieve 100x Data Transfer Speed, Up to 5x Power Efficiency as AI Industry Races to Scale Integration
Tom's Hardware USA Overview As copper wiring approaches its physical limits, photonic interconnects are rapidly emerging as an innovative solution for AI workload data centers. Lightmatter's CEO states that optical interconnects can boos... -
Photonics Achieves Bandwidth, Latency, and Power Efficiency Breakthroughs, Attracting Billions in New Investments for AI Infrastructure
International Banker International Overview Photonics is attracting billions of dollars in new investment due to its essential role in AI infrastructure, achieving groundbreaking breakthroughs in bandwidth, latency, and energy efficiency... -
Germany’s SmarAct Partners with Akhetonics to Revolutionize PIC Testing Accuracy for Optical Computing with Nanopositioning Systems
Physics World Germany Overview Germany's SmarAct, specializing in high-precision positioning, automation, and measurement systems, is developing technology to translate optical computing's theoretical potential into scalable real-world a... -
Marvell Asia Leads Optical Transceiver Photonic Integration Patents Amidst Accelerating Entry of TSMC, Intel, and Other New Players
Patsnap International Overview The field of photonic integration for optical transceivers is experiencing active growth, with Marvell Asia holding the lead in patent families. New entrants like TSMC, Intel, Lyte AI, and Lipac indicate wi... -
TSMC Unveils Next-Gen ‘COUPE’ Silicon Photonics Platform for AI Optical Interconnect, Targeting 1.6 Tb/s Optical Engines by 2026
Tech Investments Taiwan Overview TSMC has announced 'COUPE,' a silicon photonics platform for co-packaged optics (CPO) in the AI era. COUPE innovatively stacks two dies—a photonic IC and an electronic IC—using SoIC bonding, placing the o... -
YieldWerx Analyzes 2026 Photonics & Optical I/O Trends: In-Package Optical I/O Becomes Essential for AI Workloads
yieldWerx USA Overview YieldWerx has released an analysis of key trends and challenges in photonics and optical I/O for 2026, highlighting that optical interconnects are undergoing a dramatic shift from system-to-system to in-package com... -
Lightmatter’s Photonic Processor Achieves ~10x AI Workload Speedup and 3.5-5x Power Efficiency Over GPUs
Daily Maverick USA Overview Lightmatter's photonic processor has demonstrated the ability to execute AI workloads approximately 10 times faster than traditional GPUs, while also improving power efficiency by 3.5 to 5 times. This achievem... -
Hesai Unveils ‘Kosmo Spatial Intelligence Platform’ at WAIC 2026, Integrating 3D Perception with Full-Color Sensing
Hesai Technology China Overview Hesai showcased its Kosmo spatial intelligence platform and robotic LiDAR at WAIC 2026, emphasizing its Physical AI vision. The Kosmo platform combines LiDAR-based 3D perception, full-color sensing, and sp...
