As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip.

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls on strategic minerals converge, pushing up prices for key materials and raising uncertainty over critical industrial gas supplies, according to Chosun Biz and Reuters.

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry sources say the issue could introduce uncertainty into Apple's supply chain, while potentially creating indirect opportunities for Samsung Electronics' non-memory businesses, including its System LSI and foundry divisions, as the world's second-largest CIS supplier.

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.