Business Trends– category –
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Business Trends
Hesai Technology: Robotics Motion and 3D Data Engine Roadmap
Gasgoo Automotive News China Overview Hesai Technology is pivoting toward physical AI infrastructure by introducing a robotics motion engine and the Kosmo 3D world data engine. The company targets shipments of over 10,000 power modules b... -
Business Trends
Optical Chiplets: NTT’s IOWN Gen 3 Production Roadmap to 2033
News Switch Japan Overview NTT and Japan Semiconductor (JSC) are establishing a production line for "optical chiplets" by 2028 to capture 30% of the global market by 2033. The project utilizes a membrane device structure to replace elect... -
Business Trends
Lightmatter Optical Interconnects: Technical Roadmap and Specs
Semiconductor Industry Watch China Overview Lightmatter is addressing AI cluster bandwidth bottlenecks through a three-pronged approach involving dense wavelength division multiplexing (DWDM), photonic interposers, and detachable fiber i... -
Business Trends
TFLN Modulators: Murata’s CPO roadmap for 2028 production
The Elec Japan Overview Murata Manufacturing has unveiled its Co-Packaged Optics (CPO) technology roadmap for AI data centers, centering on high-performance Thin-Film Lithium Niobate (TFLN) optical modulators. The company plans to comple... -
Business Trends
Nokia Selected by Planters Broadband Cooperative to Build AI-Ready Fiber Network for Underserved Communities in Southeast Georgia
Nokia Finland Overview Nokia has been selected by Planters Broadband Cooperative, with partial funding from the U.S. BEAD program, to construct an AI-ready fiber optic network for underserved communities in southeast Georgia. This projec... -
Business Trends
NTT’s IOWN AI Fund Makes Inaugural Investment in iPronics for AI Data Center Programmable Optical Networking
The Fast Mode Japan Overview NTT's IOWN AI Fund has made its first investment in iPronics, a developer of programmable optical networking technology for AI data centers. iPronics' silicon photonics-based platform dynamically reconfigures...
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