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Optical Module News

Total shipments of leading-edge datacom optical modules are projected to tally over US$9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Check the By Technology menu for curated content on industry segments tha...

Five Key Trends of Co-Packaged Optics (CPO) in 2026

New approaches to fiber coupling and optical alignment—ranging from edge and vertical coupling to advanced passive and active alignment

Silicon Photonics Networking for Agentic AI | NVIDIA

A New Era in Data Center Networking With NVIDIA Silicon Photonics-Based Network Switching Explore why co-packaged silicon photonics can accelerate

Google''s High-Speed Interconnect Architecture to Push

Google''s next-generation TPU, Ironwood, integrates a 3D Torus network topology with the Apollo optical circuit switch (OCS) all-optical network,

CPO Technology Nvidia: Death of Optical Modules and

Analysis of Nvidia''s announcement from June 3, 2026: why CPO is killing optical module suppliers, who the beneficiaries are (TSMC, Marvell) and

Kyocera Develops Pluggable Optoelectronic Module

Kyocera has been developing onboard-type optoelectronic modules that support PCIe® 5.0 and convert electrical signals from CPUs, GPUs, and

AI Data Center Optical Component Shortage: Nvidia''s

AI data center optical component shortage is pushing 800G transceiver production 40–60% below demand through 2027, McKinsey warns.

NVIDIA Mellanox MMAIB00-B150D Data Center Optical Transceiver

Discover the details of NVIDIA Mellanox MMAIB00-B150D Data Center Optical Transceiver in Practice at Hong Kong Starsurge Group Co., Limited, a leading supplier in China for Optical

AI Data Center Optical Transceiver Module Market

The AI data center optical transceiver market has entered a historic growth phase, driven by the exponential expansion of AI computing clusters and the

Pluggables, Power, and Geopolitics: Mapping the 800G

Technologically, the industry is embroiled in a debate between Digital Signal Processor (DSP)-based retimed optics, which remain the standard for

Co-Packaged Optics Race: Strategic Approaches from

IDTechEx Research Article: Co-packaged optics (CPO) is gaining significant attention as the next architecture for next-generation switching. The

NewPhotonics optical IC chips for the AI scale data center

Highly integrated photonic integrated circuit chips designed for transceiver pluggable and co-packaged optics. Built for energy and bandwidth efficient optical

Global AI Optical Transceiver Market to Reach US$26

TrendForce''s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market

Optical Module Market Analysis and Forecast in 2026

AI computing power has driven explosive growth in the optical module market, with 800G and 1.6T technologies leading the industry transformation.

Market Insights: 800G & 1.6T Silicon Photonics Optical

Traditional modules require additional lenses and mirrors to combine the eight laser beams into one before entering the fiber. These optical

Optical Communication Industry Trends 2026: AI, 800G/1.6T Optical

Explore optical communication industry trends in 2026, driven by AI infrastructure, 800G and 1.6T optical modules, silicon photonics, and next-generation data center connectivity solutions.

Dongshan Precision''s Source Photonics to Invest USD1.2 Billion to

Its new Thai plant has not yet achieved mass production. This capacity expansion plan will scale up the company''s output of high-end optical chips and optical modules, fully address

AI Fuels High-Speed Interconnects, NVIDIA, Google, AWS

Although shipment growth in 2029 is projected to slow to 8.7%, demand for high-end optical transceiver modules is forecast to surge. With 800G transceiver modules becoming

Top 10 Optical Module Manufacturers'' Annual Reports

By 2025, its 800G optical module shipments will exceed 5 million units, making it the global "shipment champion" in the optical module industry, demonstrating significant economies of

Source Photonics to Expand Optical Chip and Module Production

Earlier this month, the company announced plans to build high-speed optical module and co-packaged optics (CPO) production facilities in Suzhou, extending its presence into next

NVIDIA Optical Interconnect 2026, $500M Ayar Labs Round

Optical Interconnect Projects, NVIDIA $4 B Investment, and 1.6 T Module Adoption The industry has shifted from identifying the optical interconnect bottleneck before 2025 to pursuing aggressive, large

Nvidia''s official announcement, CPO mass production, and a changing

Previously, the weaknesses in high-end optical modules lay in materials, processes, and the ability to set standards. However, the competition in this new CPO arena has only just begun;

GlobalFoundries accelerates adoption of co-packaged optics for

GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution News

Latest News | Photonics Spectra

Welcome to the Photonics Spectra news page where you''ll find the latest photonics business and technology news covering optics, lasers, imaging, and more. Check the By Technology menu for

GlobalFoundries accelerates adoption of co-packaged optics for

SCALE CPO solution is the industry''s first OCI MSA capable platform and built with GF''s proven silicon photonics technology MALTA, N.Y., May 04, 2026 (GLOBE NEWSWIRE) --

AI Data Centers Ignite a Laser Shortage Wave; Nvidia''s

Nvidia''s strategic monopoly on EMLs Beyond VCSELs used in short-reach links, mid- to long-reach optical modules mainly depend on two laser

Optical Module MCUs Become Critical as AI Data Centers Drive

MCU chips for optical modules emerge as a critical semiconductor segment as AI data center buildout drives 800G/1.6T demand, with domestic players GigaDevice and Nations

Russia Deploys Modernized Tunguska-M1 with New

The new electro-optical module gives the modernized Tunguska-M1 a more relevant tactical profile for this environment. A passive thermal and

Optical Module Stocks Surge Over 6% as 1.6T Era Begins

Driven by accelerating AI infrastructure demand, key optical module stocks like InnoLight and Eoptolink surged after a Huatai Securities report confirmed 1.6T modules have entered

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