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    The Boring lands US$3 billion from UAE investors, fueling Musk's underground transit dream
    17min ago
    Huawei reportedly shifts AITO partnership to Seres-led model
    10min ago
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    10min ago
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    10min ago
    Analysis: Behind China's CNY30 trillion electronics plan—can AI and robotics outrun a maturing market?
    10min ago
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    10min ago
    NEWS TAGGED COPPER
    Tuesday 15 September 2026
    Sivers Semiconductors positions laser arrays as solution to copper's limits

    At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

    Friday 11 September 2026
    Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
    Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...
    Friday 11 September 2026
    CPO startup Ayar Labs raises 2026 funding to US$650 million, adds Wiwynn as investor

    Ayar Labs, a co-packaged optics (CPO) startup, has raised an additional US$150 million, bringing the primary capital it has raised so...

    Friday 11 September 2026
    AI packaging turns to glass, with TGV metallisation persisting as key technical hurdle
    Taiwan supply-chain sources said low-CTE glass fibre cloth used in high-end substrates remains tight, while glass-core substrates for next-generation packaging are still in technical...
    Thursday 10 September 2026
    Huachuang Xinguang sees MicroLED optical interconnects entering data centers in 3 to 5 years

    Shenzhen Huachuang Xinguang says MicroLED optical interconnect technology is feasible and expects to target data center applications...

    Thursday 10 September 2026
    Gem Terminal rides China plug rule shift for 8.8% sales growth
    Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements...
    Wednesday 9 September 2026
    Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
    Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic...
    Sunday 6 September 2026
    Hiwin Mikrosystem targets SiPh inspection gear as capacity expands 20%, order visibility extends to 2Q27
    Driven by the shift from copper to optical interconnects, silicon photonics (SiPh) and co-packaged optics (CPO) are moving rapidly toward mainstream adoption, fueling demand across...
    Saturday 5 September 2026
    Topco targets optical comms, cooling as copper gives way
    System integration remains a key hurdle as the AI chip industry pushes for higher power efficiency and faster transmission speeds, drawing intense attention to when short-reach optical...
    Friday 4 September 2026
    The 'Copper Wall': inside the physical bottlenecks threatening to melt AI supercomputing boom
    A decade ago, when Nvidia CEO Jensen Huang was developing the world's first NVLink-enabled deep learning system, the DGX-1, the tech industry was deeply skeptical about the future...
    Thursday 3 September 2026
    Broadcom says CPO fits scale-out better than scale-up
    Broadcom Senior Vice President and General Manager of the Core Switching Group Asad Khamisy said at the Semicon Taiwan 2026 master forum that co-packaged optics (CPO) is not necessarily...
    Thursday 3 September 2026
    PlayNitride sees 3.2T AI links opening a new front for Micro LED, but auto weakness weighs on 2H26
    Micro LED is moving beyond displays into AI optical communications, with PlayNitride targeting commercial deployment within two years if industry standards and supply-chain integration...
    Tuesday 1 September 2026
    Research insights: AI Fabric optical interconnects move into racks as 400G/lane and CPO maturity emerge as key variables
    DIGITIMES observed that as AI systems continued to scale, interconnect requirements inside AI data centers had expanded from chips, packages, and boards to racks, clusters, and eventually...
    Monday 31 August 2026
    Marvell sees 2027 acceleration in scale-up optics
    Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...
    Monday 31 August 2026
    TSMC tackles the AI I/O wall with two COUPE bandwidth paths and deeper heterogeneous integration
    TSMC is sharpening its silicon photonics (SiPh) roadmap to address the widening gap between AI compute growth and chip-to-chip data movement, unveiling two bandwidth-scaling paths...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Semicon_TW