2026– date –
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Quantum Computing Inc. Acquires NHanced Semiconductors to Expand TFLN Photonic PIC Manufacturing Capacity for Quantum Computing, AI, and Secure Communications
[Corporate Announcement] USA Overview Quantum Computing Inc. (QCi) has completed the acquisition of NHanced Semiconductors, an advanced packaging foundry. This acquisition launches QCi's 'Fab 2' production framework, significantly expand... -
Material-Anisotropy-Driven Topological Optical Lattices Generated on Thin-Film Lithium Niobate Open Door to Next-Gen Photonic Devices
arXiv USA Overview This research explores the generation of topological optical lattices by leveraging material anisotropy in X-cut thin-film lithium niobate (TFLN) microring vortex emitters. The intrinsic birefringence in TFLN introduce... -
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: AI Infrastructure Spending Uncertainty Shakes Optical Market
24/7 Wall St. USA Overview Applied Optoelectronics, Coherent, and Lumentum experienced sharp stock declines (13%, 9%, 8% respectively), reflecting a strong correlation to hyperscaler capex plans. Despite recent strong fundamentals, marke... -
PhotonPath and XIVER Partner to Scale Oxyn Platform Manufacturing on 200mm Wafer Infrastructure
Optica Global Overview PhotonPath and XIVER have partnered to scale the manufacturing of PhotonPath's Oxyn platform, an integrated photonics platform for telecom and datacom applications. This collaboration transitions Oxyn manufacturing... -
Optical Communications: Critical Role in Resolving Bottlenecks for AI Infrastructure, 5G, and Data Centers
QCLS | Advancing the Future of Photonics, Light-Based Computing, and Optical Innovation USA Overview Optical communication plays a critical role in modern systems, particularly for AI infrastructure, 5G, and data centers, by providing ex... -
Silicon Nitride (Si3N4) Photonic Integrated Circuits Emerge as Integrated Platform for IoT, AI, LiDAR, and Quantum Computing
[Scientific Paper/Academic] Global Overview Silicon nitride (Si3N4) photonic integrated circuits (PICs) are gaining attention as a promising platform for diverse applications, including IoT, AI, LiDAR, and quantum computing, due to their... -
Qualcomm Extends Dragonfly Ecosystem with 1.6T/3.2T Optical Modules to Power Next-Gen AI Factories
Wccftech USA Overview Qualcomm is expanding its Dragonfly Connectivity Platform for AI data centers with new coherent-lite optical solutions and PAM4 Optical SerDes. Its roadmap includes 1.6T optical modules (O200) and Active Electrical ... -
Lumentum Secures Five-Year Order Backlog Amid Surging AI Optical Demand; NVIDIA Strategic Investment Strengthens Supply
HyperAI USA Overview Lumentum Holdings is experiencing a significant increase in demand for AI data center infrastructure, securing a remarkable five-year order backlog. This is driven by the industry's shift from copper to optical solut... -
New Coherent LiDAR System Measures Depth, Velocity, and Polarization Simultaneously, Expanding 3D Sensing Capabilities
Lidar News USA Overview Researchers have developed a novel coherent LiDAR system that simultaneously measures depth, velocity, and polarization properties, building on coherent optical modem technology used in high-speed telecommunicatio... -
The 1.6T Era: Silicon Photonics, InP, and Thin-Film Lithium Niobate Clash for the ‘Heart’ of Optical Modules
[Analysis/Blog] Global Overview As the 1.6T era unfolds, silicon photonics (SiPh), indium phosphide (InP), and thin-film lithium niobate (TFLN) are fiercely competing as core materials for next-generation optical modulators. SiPh offers ...
