Viavi: AI Silicon Testing Boom Vs. Agentic Software Cliff

Viavi Solutions is transitioning from cyclical telecom hardware to a high-margin AI semiconductor wafer-level packager. Check ...

LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

Lumentum is expanding its CPO portfolio as AI infrastructure demand rises, with commercial deployments expected to support ...
The Manila Times

Lintes Accelerates AI Connectivity Expansion Through Optical Communication and Scalable Manufacturing

Driven by growing AI demand, Lintes (TWSE: 6715) reported 17.2% YoY Q1 revenue growth and showcased its AI connectivity solutions at COMPUTEX 2026.Lintes has expanded its R&D since 2025 to fully ...
Business Wire

RANOVUS demonstrates industry’s lowest power consumption 800Gbps Ethernet interoperable link to scale AMD adaptive SoCs for AI/ML

RANOVUS’ standards compliant Odin® direct-drive CPO 2.0 optical interconnect, with 5pJ/bit energy efficiency, is best-in-class for co-packaged, near-packaged optics and pluggable module form factors ...
Yahoo Finance

Gen Precision Launches Automated Inspection Machine for FAU Series Components Supporting Scalable CPO Manufacturing

TAOYUAN, June 22, 2026 /PRNewswire/ -- Driven by the rapid expansion of AI infrastructure, demand for Fiber Array Units (FAUs) and other passive optical components is increasing across silicon ...
Business Wire

Lumentum Expands U.S. Manufacturing for AI-Driven Co-Packaged Optics

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced a significant milestone in its commitment to innovation and ...
The Next Platform

Optical Scale Up Fabrics Are Limited By Manufacturing, Not Architecture

Earlier this spring, AMD, Broadcom, Meta Platforms, Microsoft, Nvidia, and OpenAI formed the Optical Compute Interconnect ...
Nasdaq

POET Technologies and Quantum Computing Inc. to Co-Develop 3.2Tbps Optical Engines for CPO and Next-Gen AI Connectivity

SAN JOSE, Calif. and HOBOKEN, N.J., Nov. 11, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in the design and implementation of highly-integrated ...