Market Trends– category –
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Seeking Alpha: Marvell’s $3.25B Celestial AI Acquisition and 3.2T Optical Transceiver Development Bolsters AI Market Competitiveness
Seeking Alpha USA Overview According to Seeking Alpha, Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, gaining its advanced Photonic Fabric technology. This acquisition aims to enhance memory transfer efficie... -
openPR.com Predicts Photonic IC Market to Surge to $107.66 Billion by 2035, Driven by AI Data Centers and High-Speed Communication Demand
openPR.com USA Overview This article provides an overview of a market research report released via openPR.com, forecasting the Photonic Integrated Circuit (IC) market to grow substantially from $17.32 billion in 2025 to $107.66 billion b... -
Marvell Acquires Celestial AI for $3.25B to Gain Photonic Fabric Tech, Elevates AI Revenue Outlook to Challenge NVIDIA
24/7 Wall St. USA Overview Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, securing its advanced photonic fabric technology. This strategic acquisition aligns Marvell's product portfolio with the evolving AI ... -
Market Intelo Predicts Growth in Photonic AI Interconnect Fabric Market Driven by AI Model Complexity and Data Center Efficiency
Market Intelo USA Overview This article provides an overview of a market research report published by Market Intelo, analyzing the current state and future growth of the Photonic AI Interconnect Fabric Market. Key drivers identified incl... -
Intel Market Research: LiDAR Silicon Photonic Chip Market Driven by ADAS and Autonomous Vehicle Demand, 2026-2034
Intel Market Research USA Overview This article provides an overview of a market research report published by Intel Market Research. The report forecasts that the LiDAR silicon photonic chip market will be significantly driven by the pro... -
Coherent Invests $50M to Quadruple 6-inch InP Wafer Capacity, Addressing Surging 1.6T Optical Module Demand
Yole Group France Overview Coherent announced a $50 million investment to quadruple its 6-inch Indium Phosphide (InP) wafer production capacity. This strategic move aims to meet the explosive demand for 1.6T optical modules, driven by AI... -
AI Data Centers Face Persistent InP Component Shortage Despite Coherent and Semtech Capacity Boosts
Gaetano | Substack USA Overview The supply of Indium Phosphide (InP) components, critical for high-performance optical devices in AI data centers, remains constrained. While Coherent expands 6-inch InP wafer production and Semtech (via H... -
India and Japan Announce $69 Billion AI and Semiconductor Investment, Strengthening International Partnership for Supply Chain Resilience
Trax Technologies International (India/Japan) Overview India and Japan are reportedly strengthening their technology partnership, targeting a massive $69 billion investment in AI and semiconductors. This strategic alliance aims for both ... -
Japan’s Kao and Ajinomoto Boost Semiconductor Material Production Amid Surging AI Chip Demand, Strengthening ABF and High-Purity Cleaner Supply
Lanceum (Nikkei Asia report) Japan Overview Japanese consumer brands Kao and Ajinomoto are reportedly ramping up semiconductor material production to meet the surging demand for AI chips. Ajinomoto is increasing its production capacity f... -
German ISFH CalTeC Launches Calibration Services for Large-Area Perovskite-Silicon Tandem Solar Cells, Accelerating Certification and Market Entry
pv magazine Global Germany Overview The Calibration and Test Center (CalTeC) at Germany's Institute for Solar Energy Research Hamelin (ISFH) has initiated calibration services for large-area perovskite-silicon tandem solar cells. This ne...
