Q1 2026 earnings call recap: raised 2026 optical data center outlook to $150M-$170M, Q2 guidance, margins & risks—read now.

Credo Technology stays a Buy with a Q3 FY2026 beat, strong AEC momentum, and DustPhotonics boosts silicon photonics. Learn ...

LITE rides on surging demand for 1.6T transceivers as AI data centers expand, but rising competition and valuation concerns ...

So far this year, POET stock has risen 138.6%, roughly in line with LITE at 139.2%, while LWLG has surged 291% and AAOI has advanced 365%. ・AI infrastructure stocks have outperformed the equal-weight ...

MaxLinear, Inc. , a leading provider of high?speed interconnect ICs for data center, metro, and wireless transport networks, today announced availability of its Washington TIA, a four-lane, 200G/lane ...

FS unveils D5110-based DCI solutions to simplify metro interconnects up to 120 km, accelerating deployment, reducing cabling, ...

Pluggable EDFA & OTDR empowering System Integration for intelligent, zero-footprint network management.

The global new energy and AI industries maintained high prosperity, coupled with traditional consumer electronics entering a seasonal peak, driving a comprehensive recovery in demand for copper foil ...

The investment was made through a wholly owned ADIA subsidiary. The value of the Abu Dhabi investor’s participation was not ...

GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO). GF’s SCALE solution, or Silicon photonics Co-packaged Advanced ...

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and ...