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ABF Substrate Becomes Critical Bottleneck in AI Hardware Supply Chain, Driven by Ajinomoto’s Dominance
専門メディア (分析) Taiwan Overview Ajinomoto Build-up Film (ABF), an essential insulating dielectric for high-performance substrates, has emerged as an unexpected bottleneck in the AI hardware ecosystem due to Ajinomoto Fine-Techno's ne... -
Marvell’s Acquisition of Celestial AI Signals Strategic Value of Photonics in Shaping the Future of AI Data Centers
IDTechEx USA Overview In December 2025, Marvell acquired Celestial AI for $3.25 billion, part of active photonics investments including NVIDIA's $2 billion stakes in Coherent and Lumentum. AI data centers' need for immense data transfer ... -
NewMaxx Analysis: Indium Phosphide (InP) Identified as the True Bottleneck for 1.6T Optical Modules in AI Buildouts
NewMaxx's SSD Page USA Overview Despite the attention on silicon photonics, Indium Phosphide (InP) is reportedly the true bottleneck for 800G and 1.6T optical transceivers in AI data centers. Silicon cannot emit light, making InP lasers ... -
Optech Technology Unveils 1.6T and 800G OSFP224 Optical Transceivers for NVIDIA AI Data Centers
Optech Technology Co., Ltd. そ 他 Overview Optech Technology has announced advanced 1.6T and 800G OSFP224 optical transceivers designed for next-generation AI data centers, InfiniBand XDR, and Ethernet networks. These products are compat... -
Ciena Championing Open Ecosystem with Open CPX MSA to Accelerate Widespread CPO Adoption
Ciena USA Overview As AI infrastructure scales, the limitations of pluggable optical modules necessitate a transition to Co-Packaged Optics (CPO). An open ecosystem is crucial for widespread CPO adoption, with Open CPX MSA providing the ... -
NVIDIA’s $4 Billion Optical Strategy: Co-Packaged Optics (CPO) to Fundamentally Transform AI Data Center Connectivity
IO Fund USA Overview NVIDIA is accelerating its transition to Co-Packaged Optics (CPO) for AI data center networking, investing $2 billion each in Coherent and Lumentum to secure its optical component supply chain. CPO offers significant... -
Japanese Company Announces Customer Adoption of 800G Optical Transceivers for Data Centers, Paving Way for 1.6T
日経XTECH Japan Overview A leading Japanese optical device manufacturer has announced the commencement of customer adoption for its 800G optical transceivers designed for data centers. These 800G transceivers, compatible with OSFP and QS... -
Samsung Foundry Secures Optical Module Order, Ramps Up Silicon Photonics and CPO Drive for AI
TrendForce South Korea Overview Samsung Foundry has reportedly secured a significant optical module order, signaling an intensified focus on silicon photonics and Co-Packaged Optics (CPO). The company aims to differentiate itself by offe... -
Broadcom Unveils VMware Cloud Foundation 9.1 to Enhance Cost-Efficiency and Security for Production AI in Private Clouds
Storage Newsletter USA Overview Broadcom has announced VMware Cloud Foundation (VCF) 9.1, a secure and cost-effective infrastructure platform engineered for production AI workloads. VCF 9.1 provides an AI and Kubernetes-native private cl... -
NVIDIA and Corning Partner to Scale US AI Optical Interconnect Manufacturing Tenfold
Business20Channel.tv USA Overview NVIDIA and Corning have announced a multi-year strategic partnership to dramatically expand US manufacturing capacity for advanced optical interconnect solutions targeting AI data centers. This collabora...
