Optical modules, which allow ultra-fast communications in data centres, have minted a new class of industrial upstarts. In ...
In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could ...
Lumentum might not be the face of AI, but as a company that helps data move at the speed of light, it could become one of its ...
Credo Technology stays a Buy with a Q3 FY2026 beat, strong AEC momentum, and DustPhotonics boosts silicon photonics. Learn ...
Over the past 12 months, POET Technologies’ stock has been among the most talked-about small-cap stocks in the semiconductor ...
AI data center optics boost margins via 200G EML/1.6T ramps, but $3.18B debt reclass adds liquidity risk. Read the full ...
Myrias Optics is developing optics-on-a-chip technology that aims to outperform traditional refractive optics in both ...
POET Technologies (POET) stock jumps 40% after CFO confirms Marvell-linked purchase order and reveals pending agreements with ...
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Exclusive: POET CFO confirms orders from Marvell – waiting to ‘hear back’ from Foxconn, Luxshare
CFO Thomas Mika said the company is still awaiting updates from key manufacturing partners Foxconn and Luxshare, with feedback expected from at least one soon. ・In its annual report, POET stated it is ...
The global market for AI-focused optical transceivers grew 57% last year from $16.5 billion in 2025 to $26 billion in 2026, says TrendForce. Demand is rising sharply for 800G and above optical ...
Jabil’s AI data center collaboration with Sivers Jabil (JBL) is back in focus after Sivers Semiconductors AB announced a collaboration in which Jabil plans to develop a 1.6T linear receive optical ...
TrendForce’s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of ...
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