Indium Phosphide– tag –
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Intel and Ayar Labs Propel 224Gbps+ Scale-Up with Co-Packaged Optics, Extending NVIDIA NVLink
Silicon Co-Design USA Overview Co-Packaged Optics (CPO) technology is enabling 224Gbps+ scale-up interconnects, with Intel pursuing a truly integrated approach via its Optical Compute Interconnect (OCI) that heterogeneously integrates In... -
Tower Semiconductor and NewPhotonics Initiate High-Volume Shipments of Laser-Integrated PICs for 800G/1.6T AI Interconnect
Unite.AI USA Overview Tower Semiconductor and NewPhotonics have commenced high-volume shipments of laser-integrated optical engine Photonic Integrated Circuits (PICs) for AI interconnect applications, supporting 800G to 1.6T data rates. ... -
US Restrictions on China’s AI-Optics Leaders Could Position Coherent as Primary Beneficiary in 800G and 1.6T Transceiver Markets
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter USA Overview Potential U.S. restrictions on leading Chinese AI optics firms, Innolight and Eoptolink, could significantly benefit U.S. suppliers, particularly Coherent. Coherent ... -
Lumentum Secures Multi-Billion Dollar 1.6T Optical Module Deal with NVIDIA, Coherent Achieves Record Revenue; AI Data Center Optics Investment Accelerates, TSMC to Mass Produce 1.6nm Process
Troy Technical (note.com) Global Overview A weekly report to August 28, 2026, reveals accelerating investment in optical communications driven by AI data center demand. Lumentum secured a multi-billion dollar long-term contract with NVID... -
Photonic Integrated Circuits Poised as Next Frontier in Optoelectronics, Driven by Miniaturization and Enhanced Functionality
Optics.org UK Overview Photonic integrated circuits (PICs) are rapidly advancing in miniaturization and per-chip functionality due to significant progress in design, simulation, and manufacturing. These devices, serving as the photonic e... -
imec Revolutionizes Sensing and Imaging with Integrated Photonics Breakthroughs at SPIE Optics + Photonics 2026: CMOS-Compatible SWIR and Real-Time Scattering Compensation
imec Belgium Overview At SPIE Optics and Photonics 2026, imec presented two major integrated photonics advancements. Gökhan Kara unveiled a CMOS-compatible platform for cost-effective SWIR spectral sensing, while Filip Milojković introdu... -
Coherent Achieves Record Q4 2026 Revenue, Driven by Robust 800G/1.6T Optical Transceiver Demand from AI Data Centers
The Motley Fool USA Overview Coherent reported record revenue for its fiscal Q4 2026, fueled by strong demand for 800G and 1.6T optical transceivers due to the shift from copper to optical connectivity in AI data centers. The company is ... -
Lumentum Drives 1.6T Optical Module Market with NVIDIA Multi-Billion Deal, Expands Japan Production for AI Data Centers
MarketBeat USA Overview Lumentum is capitalizing on the rapid shift to optical connectivity in AI data centers, achieving market leadership with its 1.6T optical modules. The company commenced shipments in Q4 FY2026 and secured a multi-b... -
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... -
Coherent to More Than Double 6-Inch InP Wafer Output by 2027 End Amid Accelerating 1.6T Transceiver Demand for AI Data Centers
The Motley Fool USA Overview Coherent announced a significant acceleration in demand for its 1.6T optical transceivers, driven by AI data centers, prompting a substantial expansion of its indium phosphide (InP) manufacturing. The company...
