2026– date –
-
Applied Optoelectronics Secures First 1.6T Transceiver Volume Order; Marvell Expands 1.6T Optical DSP Portfolio for AI Data Centers
openPR.com USA Overview Applied Optoelectronics (AOI) received its first volume order for 1.6T data-center transceivers in March 2026 and expects combined 800G and 1.6T production capacity to exceed 500,000 units per month by year-end 20... -
ION Network Deploys Ciena WaveLogic 6 Extreme on Indonesia’s ICS1 Subsea Cable, Enabling Up to 1.2 Tb/s Wavelengths and 24 Tb/s Capacity
Ciena Press Release USA Overview ION Network is deploying Ciena's WaveLogic 6 Extreme (WL6e) coherent optics on its new subsea cable, ION Cable System 1 (ICS1), to enhance network reliability and capacity in Indonesia. The 2,000 km ICS1 ... -
Lumentum Reports Over $1 Billion Revenue in FY26, Up 83.2%, Driven by Surging 1.6T Transceiver and Optical Circuit Switch Demand
Semiconductor Today USA Overview Lumentum achieved robust financial results for fiscal year 2026, with revenue exceeding $1 billion, an 83.2% year-on-year increase. This growth was propelled by the initial rollout of higher-ASP 1.6T tran... -
NVIDIA’s $2 Billion Investment Validates Coherent’s AI Optics Strategy, Driving Leadership in AI Data Center Transceiver Market
HDIN Research USA Overview Coherent achieved significant revenue growth in FY26, largely driven by the deployment of 800G and 1.6T AI transceivers for hyperscalers. A strategic $2.0 billion equity investment from NVIDIA strongly validate... -
Coherent to More Than Double 6-Inch InP Wafer Output by 2027 End Amid Accelerating 1.6T Transceiver Demand for AI Data Centers
The Motley Fool USA Overview Coherent announced a significant acceleration in demand for its 1.6T optical transceivers, driven by AI data centers, prompting a substantial expansion of its indium phosphide (InP) manufacturing. The company... -
NTT Group Outlines All-Photonics Network Components and Phased Evolution Strategy
Techzine Global Japan Overview NTT Group's IOWN concept and All-Photonics Network (APN) aim to eliminate bottlenecks from optical-electrical signal conversion, enabling end-to-end photonic data transmission. NTT employs a phased miniatur... -
1.6TbE Transition to Fundamentally Reshape Data Center Architecture, Co-Packaged Optics Key
Futurum Group USA Overview Futurum Group forecasts that data centers are transitioning to 1.6TbE, which will fundamentally reshape their architecture, with Co-Packaged Optics (CPO) emerging as a primary interconnect approach to reduce po... -
Atomica Unveils AI Photonic Integration Platform to Resolve Optics-to-Packaging Bottlenecks in AI Hardware
The Data Center Engineer USA Overview Atomica has launched its 'AI Photonic Integration Platform' to address integration bottlenecks across photonics, electronics, memory, thermal structures, and package-level interfaces in AI infrastruc... -
Near-Packaged Optics (NPO) Emerges as Flexible, Lower-Risk Optical Packaging Amid CPO Commercialization Challenges
36kr China Overview As Co-Packaged Optics (CPO) faces challenges in yield, thermal management, and mass production verification, Near-Packaged Optics (NPO) is rapidly emerging as a flexible, lower-risk transitional optical packaging arch... -
NVIDIA’s Spectrum-X CPO Ethernet Switches Enter Mass Production, Delivering 5x Power Efficiency and AI Uptime
BigGo Finance Taiwan Overview NVIDIA's Spectrum-X Ethernet silicon photonics switches, leveraging Co-Packaged Optics (CPO) technology, have entered full mass production. This 'world's first production 200G/lane CPO Ethernet switch system...
