Market Trends– category –
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Ciena Championing Open Ecosystem with Open CPX MSA to Accelerate Widespread CPO Adoption
Ciena USA Overview As AI infrastructure scales, the limitations of pluggable optical modules necessitate a transition to Co-Packaged Optics (CPO). An open ecosystem is crucial for widespread CPO adoption, with Open CPX MSA providing the ... -
NVIDIA’s $4 Billion Optical Strategy: Co-Packaged Optics (CPO) to Fundamentally Transform AI Data Center Connectivity
IO Fund USA Overview NVIDIA is accelerating its transition to Co-Packaged Optics (CPO) for AI data center networking, investing $2 billion each in Coherent and Lumentum to secure its optical component supply chain. CPO offers significant... -
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... -
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... -
Perovskite Solar Cells in 2026: Sekisui Chemical Commercializes Film-Type PV, Global Competition Intensifies
note (chatarow) Japan Overview The perovskite solar cell market in 2026 is evolving with a dual focus on commercialization and manufacturing equipment development. Sekisui Chemical began commercial sales of its film-type 'SOLAFIL' perovs... -
METI Boosts International Deployment of Perovskite Solar Cells, Funding Overseas Demonstrations in Europe, US, and Southeast Asia
ペロブスカイトニュース Japan Overview Japan's Ministry of Economy, Trade and Industry (METI) has strengthened its support for overseas demonstration projects of perovskite solar cells in Europe, the United States, and Southeast Asia. Rev...
