Optical Interconnect– tag –
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Seeking Alpha: Marvell’s $3.25B Celestial AI Acquisition and 3.2T Optical Transceiver Development Bolsters AI Market Competitiveness
Seeking Alpha USA Overview According to Seeking Alpha, Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, gaining its advanced Photonic Fabric technology. This acquisition aims to enhance memory transfer efficie... -
openPR.com Predicts Photonic IC Market to Surge to $107.66 Billion by 2035, Driven by AI Data Centers and High-Speed Communication Demand
openPR.com USA Overview This article provides an overview of a market research report released via openPR.com, forecasting the Photonic Integrated Circuit (IC) market to grow substantially from $17.32 billion in 2025 to $107.66 billion b... -
Marvell Acquires Celestial AI for $3.25B to Gain Photonic Fabric Tech, Elevates AI Revenue Outlook to Challenge NVIDIA
24/7 Wall St. USA Overview Marvell Technology acquired Celestial AI for $3.25 billion in February 2026, securing its advanced photonic fabric technology. This strategic acquisition aligns Marvell's product portfolio with the evolving AI ... -
TrendForce Forecasts TSMC PIC Capacity to Soar to 25K Wafers/Month by 2028, with NVIDIA and Broadcom as Early COUPE Customers
TrendForce Taiwan Overview TrendForce projects TSMC's Photonic Integrated Circuit (PIC) wafer production capacity will surge to 25,000 wafers per month by 2028, a critical step for mass production of Co-Packaged Optics (CPO). NVIDIA and ... -
Pilot Photonics Secures €10.4M EIC Investment to Scale Photonic Chips for AI and 6G Networks
Silicon Republic アイルランド Overview Dublin-based Pilot Photonics has secured up to €10.4 million from the European Innovation Council (EIC) Accelerator to scale its patented photonic chip technology. This significant funding will acce... -
New Optical Interconnect Technology Reduces Power Consumption by 40% for GPU-to-GPU Links in AI/HPC Data Centers, Boosting Scalability
Lightwave Online USA Overview A groundbreaking new optical interconnect technology has demonstrated a 40% reduction in power consumption for GPU-to-GPU connections in AI/HPC data centers, while doubling data transmission efficiency. This... -
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... -
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... -
Global Optical Chip Capacity Expands Dramatically Driven by Surging AI Data Center Demand; STMicroelectronics and Source Photonics Announce Major Investments
HTX Insights Global Overview The global optical chip industry is undergoing a massive capacity expansion fueled by surging AI data center demand. STMicroelectronics plans to quadruple its 300mm silicon photonics capacity by 2027 to meet ... -
SuperX to Unveil 1.6T Optical Modules for AI Data Centers at Interop Tokyo 2026
The Data Center Engineer Japan Overview SuperX is set to debut its 1.6T optical module solution at Interop Tokyo 2026, designed to address the demanding bandwidth requirements of large-scale AI training and inference networks. The soluti...
