Market Trends– category –
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ASE Technology Holding Raises 2026 Capex to $8.5 Billion Driven by Surging AI Advanced Packaging Demand, Launches 15 Expansion Projects in Taiwan & Malaysia
SemiMedia Taiwan Overview ASE Technology Holding, the world's largest OSAT provider, has significantly increased its 2026 capital expenditure plan from $7 billion to $8.5 billion, a 21.4% jump, driven by robust demand from AI servers, HP... -
Otsuka’s ADHD Therapy Poised for FDA Approval Following Successful Phase 3b Clinical Trial
Fierce Biotech USA Overview Otsuka Pharmaceutical announced positive outcomes from its Phase 3b clinical trial for an Attention-Deficit/Hyperactivity Disorder (ADHD) treatment, marking a crucial step ahead of its U.S. Food and Drug Admin... -
U.S. DOE Awards $150 Million Grant to Solid-State Battery Manufacturing Consortium
U.S. Department of Energy (DOE) USA Overview The U.S. Department of Energy (DOE) has awarded a $150 million grant to a newly established consortium of universities, national laboratories, and industrial partners, aimed at accelerating do... -
U.S. Department of Energy Commits $3 Billion to Domestic Battery Manufacturing and Recycling Grants Program to Fortify North American Supply Chain
U.S. Department of Energy USA Overview The U.S. Department of Energy (DOE) is allocating $3 billion through its Battery Manufacturing and Recycling Grants Program to establish a viable domestic manufacturing and recycling capability for ... -
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...
