https://gridtochip.site/parts/networking-and-interconnect/lasers-eml-cw-dfb News and posts about Lasers on GridToChip https://www.digitimes.com/news/a20261015PD223/largan-precision-3m-communications-partnership-investment.html Thu, 15 Oct 2026 03:09:34 GMT Genius Electronic Optical and 3M have partnered to expand the manufacturing capacity and development of optical communications components. (DigiTimes) https://www.digitimes.com/news/a20261015PD219/chips-2027-inp-taiwan-asia-semiconductor-production.html Thu, 15 Oct 2026 02:48:11 GMT Taiwan-Asia Semiconductor Corporation (TASC) reports growth in optical communication chips (InP) for AI servers and increased demand for passive and protection components. (DigiTimes) https://www.digitimes.com/news/a20261013PD215/revenue-taiwan-sales-demand-growth.html Tue, 13 Oct 2026 03:56:33 GMT Lumentum has issued a warning regarding supply shortages for optical components as Taiwan-based suppliers report record sales. (DigiTimes) https://www.digitimes.com/news/a20261012VL201/capacity-laser-inp-data-center-2028.html Mon, 12 Oct 2026 02:48:22 GMT Lumentum reports that its AI laser production capacity is fully booked through 2029, driven by hyperscaler demand for optical components. (DigiTimes) https://www.digitimes.com/news/a20261012PD207/supply-chain-data-manufacturing-capacity-component.html Mon, 12 Oct 2026 02:16:08 GMT The article discusses how a potential 65% US-content requirement could significantly impact the global optical supply chain, particularly regarding China's dominance in components like transceivers and lasers. (DigiTimes) https://www.digitimes.com/news/a20261008VL205/taiwan-gemtek-dixon-data-center-market.html Thu, 08 Oct 2026 02:27:46 GMT Gemtek is partnering with Dixon to facilitate their entry into the data center market via an optical components venture in India. (DigiTimes) https://www.digitimes.com/news/a20261007VL203/huawei-cpo-optics-ascend-cost.html Wed, 07 Oct 2026 01:55:00 GMT Huawei is positioning its NPO (Network Processor Optical) technology as an alternative to CPO (Co-packaged Optics) to address the scaling challenges of AI infrastructure. (DigiTimes) https://www.tomshardware.com/tech-industry/gigaphoton-debuts-neon-recycling-system-with-claimed-50-percent-recovery-rate-systems-throw-a-lifeline-to-chipmakers-that-utilize-70-percent-of-global-neon-supply-in-duv-lithography Tue, 06 Oct 2026 13:20:00 GMT Gigaphoton has launched a new recycling system designed to recover 50% of materials from optical components. (Tom's Hardware) https://www.digitimes.com/news/a20260922PD242/communications-capacity-demand-duv-market.html Wed, 23 Sep 2026 00:13:50 GMT Due to increasing AI demand, the market for optical communications is facing shortages, leading Win Semiconductors to expand its capacity for photodiode and laser diode components to support faster data rates like 800G and 1.6T. (DigiTimes) https://www.digitimes.com/news/a20260921PD221/ezconn-2027-demand-2026-data-center.html Mon, 21 Sep 2026 23:12:40 GMT EZconn stated that ongoing AI demand is causing shortages in global fiber and optical cable supplies, which are expected to ease in 2027 as upstream suppliers increase capacity. (DigiTimes) https://www.digitimes.com/news/a20260917PD205/2026-surveillance-production-equipment-component.html Thu, 17 Sep 2026 08:20:00 GMT Topview Optronics expects AI-driven shifts to support its orders through 2026, despite ongoing memory shortages and rising component costs. (DigiTimes) https://www.datacenterdynamics.com/en/marketwatch/when-ai-grows-new-limbs-the-fiber-scale-out Mon, 14 Sep 2026 07:00:00 GMT Corning is positioning itself as a key provider for the necessary fiber and connectivity components required for scaling AI infrastructure. (Data Center Dynamics) https://www.digitimes.com/news/a20260910PD202/exports-taiwan-electronics-2025-ai-server.html Sun, 13 Sep 2026 00:23:08 GMT Taiwan reported that electronic parts exports reached a record high of $32.22 billion in August 2026, with integrated circuits and printed circuit boards seeing significant growth. (DigiTimes) https://www.digitimes.com/news/a20260911VL216/taiwan-revenue-optics-cpo-communications.html Sun, 13 Sep 2026 00:22:57 GMT The AI infrastructure cycle is driving the optical communications supply chain in Taiwan toward advanced components like CW lasers, FAUs, external laser sources, and co-packaged optics, with increasing speeds targeting 3.2T. (DigiTimes) https://www.digitimes.com/news/a20260911PD228/luxshare-ar-glasses-lens-module-2026-display.html Fri, 11 Sep 2026 18:48:00 GMT Luxshare showcased various optical and sensing technologies, including modules for AR/VR/XR and automotive use, highlighting its push for vertical integration in the optics supply chain. (DigiTimes) https://www.digitimes.com/news/a20260911VL218/hitachi-optoelectronics-photonics-flagship-silicon.html Fri, 11 Sep 2026 06:40:07 GMT Hitachi High-Tech is leveraging partnerships rather than proprietary technology to position itself in China's burgeoning optical and photonics sector. (DigiTimes) https://gridtochip.site/blog/potd-2026-09-09-lasers-eml-cw-dfb Wed, 09 Sep 2026 00:00:00 GMT Part of the day: Lasers — what it does, why AI changes demand for it, and who makes it. https://www.datacenterdynamics.com/en/whitepapers/what-does-sustained-ai-growth-mean-for-data-center-fiber-infrastructure Tue, 08 Sep 2026 09:43:45 GMT The increasing demands of AI computing are driving changes and advancements in data center fiber infrastructure. (Data Center Dynamics) https://www.digitimes.com/news/a20260904PD221/laser-siph-photonics-demand-taiwan.html Fri, 04 Sep 2026 23:54:36 GMT Silicon photonics is a rapidly developing area, and the demand for laser equipment is crucial for optical manufacturers pursuing co-packaged optics (CPO). (DigiTimes) https://www.theregister.com/offbeat/2026/09/04/uk-military-wants-lasers-to-stop-drone-swarms-without-running-out-of-ammo/5294176 Fri, 04 Sep 2026 08:30:00 GMT The UK military is developing an autonomous, vehicle-mounted defense system using lasers to neutralize drone swarms. (The Register) https://www.digitimes.com/news/a20260902PD200/2025-macronix-international-water-2024-fab.html Wed, 02 Sep 2026 23:28:44 GMT Macronix reported that it achieved significant reductions in greenhouse gas emissions and committed to investing NT$780 million in sustainability initiatives for 2025. (DigiTimes) https://www.datacenterdynamics.com/en/news/collplant-biotechnologies-acquires-laser-based-computing-startup-lightsolver Wed, 02 Sep 2026 14:57:04 GMT CollPlant Biotechnologies acquired the laser-based computing startup LightSolver. (Data Center Dynamics) https://www.tomshardware.com/tech-industry/data-centers/gopro-to-expand-into-ai-data-centers-after-usd285-million-merger-with-optical-photonics-company-move-to-solve-camera-makers-financial-woes-move-manufacturing-back-into-the-us Wed, 02 Sep 2026 14:43:10 GMT GoPro is merging with an optical-photonics company to expand into the AI data center market and relocate manufacturing to the United States. (Tom's Hardware) https://www.digitimes.com/news/a20260902PD220/inp-laser-tcl-csot-chips.html Wed, 02 Sep 2026 02:29:06 GMT TCL CSOT is increasing its focus on InP (Indium Phosphide) laser chips to address tightening supply conditions in the optical communications market. (DigiTimes) https://www.digitimes.com/news/a20260901VL215/inp-laser-dutch-equipment.html Tue, 01 Sep 2026 06:00:00 GMT Trymax has secured a multi-year automated optical inspection (AOI) order to increase capacity for InP lasers as demand outpaces supply. (DigiTimes)