Indium Phosphide– tag –
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Leading Optical Transceiver Manufacturers Drive Silicon Photonics into Mainstream Production in 2026; Intel, Cisco, Marvell, Coherent Launch SiPh Products
FB-LINK Technology China Overview In 2026, silicon photonics (SiPh) product shipments are entering full swing, with major players like Intel, Cisco, Marvell, and Coherent actively launching SiPh-based transceiver modules. SiPh already co... -
Coherent Unveils AI Optics Roadmap: Targeting 3.2T Transceivers and 6.4T CPO, Building on 800G/1.6T Core
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter USA Overview Coherent has detailed an ambitious AI optical communications roadmap, positioning 800G and 1.6T products as its current growth platforms. The company plans to evolve... -
The Photonics Foundry Frontier: Optical Chips Redefine AI Infrastructure, Driven by Strategic Material Innovations and Foundry Leadership
36Kr China Overview Chinese media outlet 36kr has published a comprehensive analysis of the evolving optical chip industry, identifying key material solutions like Silicon Photonics (SiPh), Indium Phosphide (InP), and Thin-Film Lithium N... -
A*STAR Accelerates Advanced Optical Interconnect Development for Co-Packaged Optics (CPO) in Singapore
MyCareersFuture Singapore Overview A*STAR Research Entities in Singapore are seeking a Senior Scientist to accelerate the development of package-level optical interconnects for advanced Co-Packaged Optics (CPO) platforms. This role invol... -
Lumentum CEO Flags Indium Phosphide Wafer Shortage; US Regulators Consider Banning Chinese Optical Transceivers, Potentially Benefiting Coherent and Other US Firms
Morningstar USA Overview Lumentum Holdings' CEO has warned that indium phosphide wafers, crucial for silicon photonics, could face a more severe supply crunch than memory semiconductors. Proactively, Lumentum has deposited $87 million wi... -
China’s Zhongji Innolight Secures $6.81 Billion in Record Hong Kong IPO Amid Deepening Indium Phosphide Shortage for AI Optics
TrendForce Taiwan Overview Zhongji Innolight, a leading Chinese optical transceiver manufacturer, raised HK$53.41 billion ($6.81 billion) in Hong Kong's largest IPO of 2026, aiming to expand its high-speed optical module business for maj... -
Nokia to Acquire NXP Arizona Wafer Fab, Bolstering U.S. Optical Communications Chip Manufacturing for AI and Cloud Markets
moomoo Community Finland, USA Overview Nokia announced plans to significantly expand its U.S. optical communications chip manufacturing capabilities through the lease and eventual acquisition of NXP Semiconductors' Arizona wafer fab camp... -
U.S. Mulls Chinese Optical Transceiver Ban, Sparking Domestic Supplier Rally and AI Supply Chain Concerns
Investing.com, BlockTempo USA, Taiwan, Japan Overview The U.S. government is reportedly considering a ban on Chinese-made optical transceivers for AI data centers, prompting the FCC to prepare new regulations. This potential move, aimed ... -
Lumentum CEO Predicts Imminent Shift from Copper to Optical Interconnects in AI Data Centers, Citing InP Manufacturing as Key Bottleneck
Teahose USA Overview Lumentum CEO Michael Hurlston forecasts a shift from copper Ethernet cables to optical interconnects in AI data center server racks within 12 months due to physical limitations. The current inability of Lumentum's In... -
China Accelerates Chip Race with New Photonics Advancements, Opens ‘Shanghai Integrated Photonic Computing Chip and System Key Laboratory’ in Collaboration with Lightelligence
All About Industries China Overview China is accelerating its chip race through new advancements in photonics, marked by the early June 2026 launch of the 'Shanghai Integrated Photonic Computing Chip and System Key Laboratory' in Shangha...
