2026– date –
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Samsung Foundry Secures Optical Module Order, Ramps Up Silicon Photonics and CPO Drive for AI
TrendForce South Korea Overview Samsung Foundry has reportedly secured a significant optical module order, signaling an intensified focus on silicon photonics and Co-Packaged Optics (CPO). The company aims to differentiate itself by offe... -
NTT’s IOWN DCI Rack Solution Launches in Japan: Optical Tech to Resolve AI Data Center Power, Heat, and Latency Issues
PR TIMES Japan Overview Itochu Techno-Solutions (CTC), APRESIA Systems, and Edgecore Networks Corporation have partnered to deploy the "IOWN DCI Rack Solution" in Japan, based on NTT's IOWN concept. This solution fundamentally redefines ... -
Broadcom Unveils VMware Cloud Foundation 9.1 to Enhance Cost-Efficiency and Security for Production AI in Private Clouds
Storage Newsletter USA Overview Broadcom has announced VMware Cloud Foundation (VCF) 9.1, a secure and cost-effective infrastructure platform engineered for production AI workloads. VCF 9.1 provides an AI and Kubernetes-native private cl... -
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...
