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Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
Wednesday 4 November 2026
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...
Friday 30 October 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Wednesday 21 October 2026
Contrel, FSE combine laser and plasma processes for advanced packaging
Contrel Technology and FSE jointly showcased dual-core laser micromachining and plasma process technologies at TPCA Show 2026, targeting advanced packaging and high-end substrate manufacturing...
Monday 19 October 2026
MKS' Atotech and ESI to Showcase Advanced PCB Solutions at TPCA 2026

MKS Inc. (NASDAQ: MKS), a global provider of enabling technologies that transform our world, today announced that its strategic brands Atotech, offering process chemicals,...

Wednesday 14 October 2026
Wiwynn unveils CPO compute system with GUC and Ayar Labs
Wiwynn Corporation, CPO solutions provider Ayar Labs and Global Unichip Corp. (GUC) will stage the first live demonstration of an integrated compute system with real-time telemetry...
Monday 12 October 2026
Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...
Friday 2 October 2026
Inside Volantis's photonic bid to break AI's memory wall after US$88 million raise
Semiconductor startup Volantis has raised US$88 million in Series A funding to develop an AI inference architecture that uses photonic interconnect technology to address memory bottlenecks...
Friday 2 October 2026
A look at the startup winning Nvidia, Intel backing for AI scale-up optics
Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel...
Monday 28 September 2026
Beyond ASML: China rethinks EUV race with light-source strategy
China is trying to broaden the definition of the extreme ultraviolet (EUV) race. Rather than focusing only on building a domestic equivalent to ASML's lithography platform, Chinese...
Thursday 17 September 2026
Trumpf eyes glass as AI demand drives packaging innovation
At the China International Optoelectronic Expo (CIOE), representatives from German laser and plasma generator maker Trumpf offered a glimpse into the company's push to extend its laser...
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...

Tuesday 15 September 2026
Inside CIOE: takeaways from China's biggest optoelectronics show
Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
Sunday 13 September 2026
AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...