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    US seen tolerating high memory prices to preserve AI edge over China
    1h 54min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    1h 57min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    1h 57min ago
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    1h 57min ago
    FCC blocks new Chinese inverters and robots from the US market
    1h 57min ago
    NEWS TAGGED SIPH
    Wednesday 29 July 2026
    Corning bets on SiPh and CPO to drive AI data center growth

    Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond...

    Wednesday 22 July 2026
    CPO commercialization opens new SiPh packaging race for Taiwan OSATs

    Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

    Tuesday 14 July 2026
    Samsung brings HBM, logic, and optics together in packaging push
    Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising...
    Monday 13 July 2026
    MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity
    Semiconductor testing company Materials Analysis Technology (MA-tek) reported June 2026 revenue of NT$558 million (approx. US$17.41 million), up 2.56% from May and 11.01% year over...
    Monday 6 July 2026
    LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

    LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

    Sunday 5 July 2026
    Advantest and OpenLight join forces on silicon photonics test platform for mass production
    Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence...
    Wednesday 1 July 2026
    Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus
    Samsung Electronics' and SK Hynix's planned memory investments in South Korea's southwest have mostly been viewed as a push to balance regional development and tap into local renewable...
    Thursday 18 June 2026
    Interview: MicroLED and SiPh eye 3.2T AI data race
    The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away...
    Wednesday 10 June 2026
    Taiwan AI industry plan targets silicon photonics as new moat
    The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
    Thursday 4 June 2026
    BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
    Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
    Tuesday 2 June 2026
    Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration
    Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges,...
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

    Tuesday 26 May 2026
    The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
    As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
    Tuesday 26 May 2026
    Intel's Rio Rancho fab becomes test case for AI-era chip packaging
    Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions...
    Tuesday 26 May 2026
    Lightmatter joins TSMC on COUPE for 3D optical engines
    AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    AI Summit Seoul