Market Trends– category –
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PatSnap’s 2026 Report: Solid-State Battery Patent Families Exceed 32,786 Over 7 Years, Halide Electrolytes Lead with 396% Growth
PatSnap Unknown Overview PatSnap's '2026 Solid-State Battery Patent Landscape Report' reveals over 32,786 patent families filed between 2020–2026, with an annual growth rate of 74% from 2020-2024. Japan and South Korea lead filings, but ... -
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... -
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... -
HyperLight Secures $80 Million Series C Funding Led by MediaTek to Accelerate Thin-Film Lithium Niobate PIC Manufacturing for AI Infrastructure
Business Wire USA Overview HyperLight announced an $80 million Series C funding round led by MediaTek to accelerate the deployment of its thin-film lithium niobate (TFLN) photonic integrated circuit (PIC) platform for AI infrastructure. ... -
Lumentum Stock Surges Amid Strong Optical Networking Demand; McKinsey Forecasts 800G and 1.6T Transceiver Shortages to Boost Margins
Intellectia AI USA Overview Lumentum is experiencing strong demand for optical networking components, driven by a projected 9x increase in demand for AI optical components over the next two years. McKinsey predicts significant supply sho... -
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem to Deploy Co-Packaged Optics in Rack-Scale AI Infrastructure
Forge Global USA Overview Ayar Labs, an optical I/O data platform, announced its participation in NVIDIA's NVLink Fusion ecosystem in June 2026 to bring Co-Packaged Optics (CPO) technology to rack-scale AI infrastructure. The company aim... -
Qatar Investment Authority Fuels HyperLight’s $80M Round, Accelerating Thin-Film Lithium Niobate PICs for AI Data Centers
Middle East AI News カタール Overview The Qatar Investment Authority (QIA) has participated in HyperLight's $80 million Series C funding round, strategically investing in its thin-film lithium niobate (TFLN) photonic integrated circuit (...
