Co-packaged Optics– tag –
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BE Semiconductor Industries (BESI) Raises Long-Term Revenue Target to €2.2 Billion and Operating Margin Target to 45% Amid Surging Hybrid Bonding Demand
Bits&Chips Netherlands Overview BE Semiconductor Industries (BESI) has significantly raised its long-term annual revenue target from €1.5-1.9 billion to €1.7-2.2 billion, while also increasing the lower end of its operating margin target... -
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 ... -
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 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 ... -
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem to Deploy Co-Packaged Optics in Rack-Scale AI Infrastructure
Forge Global USA Overview Ayar Labs, an optical I/O data platform, announced its participation in NVIDIA's NVLink Fusion ecosystem in June 2026 to bring Co-Packaged Optics (CPO) technology to rack-scale AI infrastructure. The company aim... -
Coherent and NVIDIA Scale Data Center Connectivity: Texas InP Fab Quadruples Wafer Production with $2B NVIDIA Investment
[News/Blog] USA Overview Coherent is expanding its indium phosphide (InP) wafer fab in Sherman, Texas, with a major $2 billion investment from NVIDIA to quadruple wafer production capacity and secure supply for AI infrastructure. This ex...
