Optical DSPs, drivers, TIAs https://gridtochip.site/parts/networking-and-interconnect/optical-dsps-drivers-tias News and posts about Optical DSPs, drivers, TIAs on GridToChip Micro LED optical interconnect targets AI racks amid unsettled standards https://www.digitimes.com/news/a20261020PD220/demand-transmission-communications-copper-technology.html Tue, 20 Oct 2026 03:45:00 GMT The growing demand for optical interconnects in AI racks is driving the potential use of Micro LED technology for short-reach optical transmission within data centers. (DigiTimes) Gemtek partners with Starman to make optical transceivers in US https://www.digitimes.com/news/a20261016PD233/gemtek-equipment-partnership-production-manufacturing.html Fri, 16 Oct 2026 09:10:00 GMT Gemtek has partnered with Starman to manufacture optical transceivers within the United States. (DigiTimes) Huawei Proposes Next-Gen OTN for AIDC-Centric All-Optical Network https://www.hpcwire.com/off-the-wire/huawei-proposes-next-gen-otn-for-aidc-centric-all-optical-network Thu, 15 Oct 2026 22:01:44 GMT Huawei introduced a next-generation Optical Transport Network (OTN) designed specifically for AI/DC-centric all-optical networking applications. (HPCwire) Genius Electronic Optical secures US$150 million 3M investment for optical communications 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) Taiwanese chipmaker TASC targets 2027 growth with InP optical chips, glucose sensors nearing mass production 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) Inside the Secretive AWS Networking Lab https://www.servethehome.com/inside-the-secretive-aws-networking-lab Wed, 14 Oct 2026 17:15:44 GMT The report details a tour of a private AWS networking laboratory showcasing advanced innovations in management switches, high-capacity 102.4T switches, and optical technologies. (ServeTheHome) Co-Packaged Optics Moves from Promise to Production Planning https://www.eetimes.com/co-packaged-optics-moves-from-promise-to-production-planning Wed, 14 Oct 2026 15:41:12 GMT Major industry players including Meta and Broadcom discussed the roadmap for co-packaged optics (CPO) production and the standardization of the OCI MSA to meet anticipated demand in 2028. (EE Times) Cisco, Nvidia team up to build fatter, faster pluggable https://www.theregister.com/networks/2026/10/14/cisco-nvidia-team-up-to-build-fatter-faster-pluggable/5302970 Wed, 14 Oct 2026 13:30:00 GMT Cisco and Nvidia are collaborating on a high-speed USFP optical pluggable module capable of reaching 12.8 Tbps. (The Register) Cisco, Nvidia target high-speed optical interconnects with 4x USFP density https://www.digitimes.com/news/a20261014PD205/cisco-nvidia-2026-bandwidth-design.html Wed, 14 Oct 2026 03:25:27 GMT Cisco and Nvidia are collaborating on high-density optical interconnects featuring 4x USFP density for data center networking. (DigiTimes) Nvidia and Cisco unveil new optics design to help scale AI factories https://www.digitimes.com/news/a20261013PR201/nvidia-cisco-optics-design-infrastructure.html Tue, 13 Oct 2026 04:15:00 GMT Nvidia and Cisco have introduced a new optical design engineered to support the scaling requirements of AI data centers. (DigiTimes) Taiwan optical suppliers post record sales as Lumentum warns of shortages 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) NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories https://www.hpcwire.com/off-the-wire/nvidia-and-cisco-introduce-new-pluggable-optics-form-factor-to-scale-ai-factories Mon, 12 Oct 2026 19:29:14 GMT NVIDIA and Cisco have launched a new pluggable optics form factor designed to enhance scalability for AI data centers. (HPCwire) Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion 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) Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity https://www.digitimes.com/news/a20261012PD205/testing-communications-sigurd-demand-winstek.html Mon, 12 Oct 2026 02:33:27 GMT Sigurd and Winstek are collaborating to enhance optical testing capabilities to meet the rising demand for high-speed AI connectivity. (DigiTimes) Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain? 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) Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture 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) Huawei's NPO bet challenges CPO's path to AI scale 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) Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands https://www.digitimes.com/news/a20261007VL201/marvell-revenue-2028-outlook-infrastructure.html Wed, 07 Oct 2026 00:51:44 GMT Marvell Technology raised its 2028 revenue outlook to $20 billion, driven by growing demand for AI connectivity infrastructure. (DigiTimes) Gigaphoton debuts neon recycling system with claimed 50% recovery rate 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) Jedec unveils new standard for silicon photonics reliability qualification and testing https://www.digitimes.com/news/a20261006VL209/jedec-siph-testing-manufacturing.html Tue, 06 Oct 2026 03:52:28 GMT JEDEC has introduced a new standard for the reliability qualification and testing of silicon photonics components. (DigiTimes) CScale Exits Stealth with $145M to Build the Interconnect for Gigawatt-Scale AI https://www.hpcwire.com/off-the-wire/cscale-exits-stealth-with-145-million-to-build-the-interconnect-for-gigawatt-scale-ai Wed, 30 Sep 2026 21:17:04 GMT CScale has raised $145 million in funding to develop high-density interconnect infrastructure specifically designed for gigawatt-scale AI data centers. (HPCwire) Are In-Line Amplifiers ready for the age of AI? https://www.datacenterdynamics.com/en/analysis/are-in-line-amplifiers-ready-for-the-age-of-ai Wed, 23 Sep 2026 09:53:40 GMT The article questions whether traditional In-Line Amplifiers (ILA) fiber huts are sufficient for the demands of the new AI era. (Data Center Dynamics) Coherent Launches PhotonLink Integrated Optics Platform for AI Infrastructure https://www.hpcwire.com/off-the-wire/coherent-launches-photonlink-integrated-optics-platform-for-ai-infrastructure Tue, 22 Sep 2026 19:46:31 GMT Coherent Corp. launched the PhotonLink platform, an integrated optics solution supporting co-packaged and near-packaged optics for AI data centers. (HPCwire) EZconn eyes 2027 high-core fiber ramp as shortages persist 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) Tyntek optical communications MPD ramps quarterly, 2027 capacity triples https://www.digitimes.com/news/a20260918PD223/tyntek-communications-capacity-2027-demand.html Sun, 20 Sep 2026 23:42:45 GMT Tyntek announced a multi-billion dollar expansion plan to triple its optical communications capacity by 2027, driven by high-speed demand from a major U.S. customer. (DigiTimes) Part of the day: Optical DSPs, drivers, TIAs https://gridtochip.site/blog/potd-2026-09-10-optical-dsps-drivers-tias Thu, 10 Sep 2026 00:00:00 GMT Part of the day: Optical DSPs, drivers, TIAs — what it does, why AI changes demand for it, and who makes it.