Photonics– category –
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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... -
New Coherent LiDAR System Measures Depth, Velocity, and Polarization Simultaneously, Expanding 3D Sensing Capabilities
Lidar News USA Overview Researchers have developed a novel coherent LiDAR system that simultaneously measures depth, velocity, and polarization properties, building on coherent optical modem technology used in high-speed telecommunicatio... -
The 1.6T Era: Silicon Photonics, InP, and Thin-Film Lithium Niobate Clash for the ‘Heart’ of Optical Modules
[Analysis/Blog] Global Overview As the 1.6T era unfolds, silicon photonics (SiPh), indium phosphide (InP), and thin-film lithium niobate (TFLN) are fiercely competing as core materials for next-generation optical modulators. SiPh offers ... -
HyperLight Secures $80 Million Series C Funding Led by MediaTek to Accelerate Thin-Film Lithium Niobate PIC Manufacturing for AI Infrastructure
Business Wire USA Overview HyperLight announced an $80 million Series C funding round led by MediaTek to accelerate the deployment of its thin-film lithium niobate (TFLN) photonic integrated circuit (PIC) platform for AI infrastructure. ... -
Lumentum Stock Surges Amid Strong Optical Networking Demand; McKinsey Forecasts 800G and 1.6T Transceiver Shortages to Boost Margins
Intellectia AI USA Overview Lumentum is experiencing strong demand for optical networking components, driven by a projected 9x increase in demand for AI optical components over the next two years. McKinsey predicts significant supply sho... -
Nokia Powers Southeast Asia’s AI Future with 30 Tbps MCT Subsea Cable Upgrade
[News/Blog] フィンランド Overview Nokia has been selected by Symphony Communication to significantly upgrade the Malaysia-Cambodia-Thailand (MCT) subsea cable system. This project will integrate Nokia's sixth-generation Photonic Service ... -
Nokia Accelerates Autonomous Optical Networks with Advanced Agentic AI
Nokia フィンランド Overview Nokia is significantly upgrading its autonomous networks portfolio, integrating advanced agentic AI capabilities to streamline operations and enhance network performance. A key development is the WaveSuite age... -
Nokia Announces Major 10x Expansion of U.S. Semiconductor Advanced Test and Packaging Capacity in Pennsylvania to Bolster AI Growth
I-Connect007 USA Overview Nokia is significantly expanding its advanced test and packaging (ATP) operations in Allentown, Pennsylvania, to boost domestic production of optical networking technologies for scalable AI infrastructure. This ... -
Ciena Develops 3.2 Tbps Optical Networking Technology for NVIDIA’s AI Platform, Accelerating Commercialization
The Elec South Korea Overview Ciena is actively developing next-generation 3.2 Tbps coherent optical networking technology to meet the escalating bandwidth requirements for inter-data center connectivity, accelerated by AI infrastructure...
