Tower Semiconductor reported strong Q1 2026 financial results driven by accelerating demand for silicon photonics used in AI infrastructure, while simultaneously disclosing $1.3 billion in contracted silicon photonics revenue for...
A new multi-source agreement (MSA) focused on expanded beam optical (EBO) connectivity launched this week with backing from a broad coalition of cloud, networking, optical, and semiconductor companies seeking to...
Lightium, a Swiss startup developing photonic integrated circuits (PICs) for AI and high-speed networking applications, selected Aras Innovator as the product lifecycle management (PLM) foundation for its next-generation photonic chip...
STL announced plans to invest up to $100 million in the United States to expand manufacturing capacity for optical connectivity products targeting AI data centers and telecom networks. The announcement...
Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by surging demand for AI infrastructure optics and continued strength in...
Coherent reported fiscal third quarter 2026 revenue of $1.81 billion, up 21% year-over-year, as accelerating demand for AI datacenter infrastructure and optical communications continued to drive growth across its photonics...
MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied to AI infrastructure deployments. Revenue reached $289.0 million for the...
NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for the optical connectivity systems required in large-scale AI infrastructure. Under the agreement, Corning...
Corning outlined an expanded and extended version of its “Springboard” growth strategy, raising long-term revenue targets as demand accelerates for AI-driven optical connectivity, photonics, and enterprise networking infrastructure. Speaking at an...
GlobalFoundries introduced its SCALE optical module platform to accelerate deployment of co-packaged optics (CPO) in AI data centers, positioning the solution as the first platform aligned with the Optical Compute Interconnect...
OCI MSA Defines Silicon-Centric Optical PHY for AI Scale-Up as v1.0 Specification Details Emerge The Optical Compute Interconnect (OCI) Multi-Source Agreement (MSA) has advanced from concept to detailed specification with...
Lumentum held a ribbon-cutting ceremony for its new Greensboro, North Carolina manufacturing facility, marking the next step in its plan to expand U.S. production of advanced indium phosphide devices for...
PsiQuantum named Lip-Bu Tan to its board of directors, strengthening its ties to the semiconductor ecosystem as it advances toward utility-scale quantum computing systems. Tan currently serves as CEO of...
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