Market Trends– category –
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LandMark Optoelectronics Reports Significant Profit Surge Driven by Surging Silicon Photonics Demand
digitimes Taiwan Overview LandMark Optoelectronics has reported a significant increase in profits, propelled by surging demand in the silicon photonics market. This performance reflects the strong impact of expanding optical interconnect... -
Sivers Semiconductors Poised for Growth with Surging Pipeline and Strategic Manufacturing Partnerships for Next-Gen Communications
Facebook Sweden Overview Sivers Semiconductors (SIVE) has announced a substantial 77% year-to-date increase in its opportunity pipeline, reaching ~$799 million for 2026, reflecting robust market demand for its advanced optical and wirele... -
AXT Inc. Announces Indium Phosphide (InP) Backlog Exceeds $100M and Plans to Double Manufacturing Capacity in Both 2026 and 2027
Facebook Taiwan Overview AXT Inc. (AXTI) has announced that its indium phosphide (InP) substrate backlog has surpassed $100 million, with robust long-term order visibility extending beyond 2027. To meet this strong demand, the company re... -
TSMC Reportedly Manufactures World’s First Commercial Photonic Processor, Claiming 1000x Speed and 100x Energy Efficiency Improvement
Facebook Taiwan Overview Reports from a Taiwanese Facebook post indicate that TSMC has successfully manufactured the world's first commercial photonic processor. This innovative processor, which uses light instead of electricity for comp... -
Lightmatter-Led Open Compute Project Launches ‘Open Silicon Photonics for AI Systems’ Initiative with 19 Industry Leaders to Standardize Co-Packaged Optics Infrastructure
Lightmatter® USA Overview Lightmatter has officially launched the 'Open Silicon Photonics for AI Systems' initiative within the Open Compute Project (OCP), uniting 19 industry leaders including Celestica, Dell Technologies, and Qualcomm.... -
400G ZR Coherent Pluggables Revolutionize DCI Market, Delivering Up to 70% CAPEX and Power Reduction via IPoDWDM
MapYourTech International Overview As of 2026, open line systems for multi-vendor coherent wavelengths have moved into mainstream deployment for metro/regional and DCI applications. The 400G ZR coherent pluggable transceiver has signific... -
Solinide Photonics Lands €4M Seed to Scale Silicon Nitride Microcombs for AI Data Centers and Next-Gen Telecom
FinSMEs Sweden Overview Swedish deeptech company Solinide Photonics has secured €4 million in seed funding to accelerate the commercialization of its silicon nitride photonic integrated circuit (PIC) technology. Their microcomb-based mul... -
China’s NOEIC Unveils Industry-First 170GHz TFLN Photonic Modulator; Domestic Firm Launches World’s First TFLN PIC Wafer, Accelerating Commercialization
LINIOBATE | Power Next Gen Photon China Overview China's National Optoelectronics Innovation Center (NOEIC) announced the industry's first 170GHz thin-film lithium niobate (TFLN) photonic modulator in June 2026, enabling single-lane 200G... -
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... -
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...
