<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0">
<channel>
<title>Optics contract manufacturing</title>
<link>https://gridtochip.site/parts/networking-and-interconnect/optics-contract-manufacturing</link>
<description>News and posts about Optics contract manufacturing on GridToChip</description>
<item>
<title>Micro LED optical interconnect targets AI racks amid unsettled standards</title>
<link>https://www.digitimes.com/news/a20261020PD220/demand-transmission-communications-copper-technology.html</link>
<pubDate>Tue, 20 Oct 2026 03:45:00 GMT</pubDate>
<description>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)</description>
</item>
<item>
<title>AUO, Largan Micro LED debate highlights optical communications uncertainty</title>
<link>https://www.digitimes.com/news/a20261019PD210/communications-auo-market-chairman-technology.html</link>
<pubDate>Mon, 19 Oct 2026 02:50:00 GMT</pubDate>
<description>The discussion surrounding AUO and Largan's Micro LED technology suggests ongoing uncertainty in the field of optical communications. (DigiTimes)</description>
</item>
<item>
<title>Gemtek partners with Starman to make optical transceivers in US</title>
<link>https://www.digitimes.com/news/a20261016PD233/gemtek-equipment-partnership-production-manufacturing.html</link>
<pubDate>Fri, 16 Oct 2026 09:10:00 GMT</pubDate>
<description>Gemtek has partnered with Starman to manufacture optical transceivers within the United States. (DigiTimes)</description>
</item>
<item>
<title>FICG eyes 4x optical communications capacity by 2027</title>
<link>https://www.digitimes.com/news/a20261016PD231/fic-global-optical-communications-capacity-johor-production-2027.html</link>
<pubDate>Fri, 16 Oct 2026 06:08:19 GMT</pubDate>
<description>FICG plans to expand its optical communications production in Malaysia and China to meet anticipated AI demand, projecting a fourfold increase in capacity by 2027. (DigiTimes)</description>
</item>
<item>
<title>Huawei Proposes Next-Gen OTN for AIDC-Centric All-Optical Network</title>
<link>https://www.hpcwire.com/off-the-wire/huawei-proposes-next-gen-otn-for-aidc-centric-all-optical-network</link>
<pubDate>Thu, 15 Oct 2026 22:01:44 GMT</pubDate>
<description>Huawei introduced a next-generation Optical Transport Network (OTN) designed specifically for AI/DC-centric all-optical networking applications. (HPCwire)</description>
</item>
<item>
<title>FIC Group opens Malaysia plant as optical module capacity targets 18 SMT lines</title>
<link>https://www.digitimes.com/news/a20261015PD242/smt-plant-production-johor-manufacturing.html</link>
<pubDate>Thu, 15 Oct 2026 08:39:50 GMT</pubDate>
<description>FIC Group opened a new manufacturing facility in Malaysia to increase production capacity for 800G to 6.4T optical communication modules. (DigiTimes)</description>
</item>
<item>
<title>Photonics quantum firm Orca Computing deploys PT-3 system at Digital Realty’s LHR19 data center</title>
<link>https://www.datacenterdynamics.com/en/news/photonics-quantum-firm-orca-computing-deploys-pt-3-system-at-digital-realtys-lhr19-data-center</link>
<pubDate>Thu, 15 Oct 2026 07:00:35 GMT</pubDate>
<description>Orca Computing has successfully deployed its PT-3 quantum system at Digital Realty's LHR19 data center, achieving operational status within 24 hours. (Data Center Dynamics)</description>
</item>
<item>
<title>Genius Electronic Optical secures US$150 million 3M investment for optical communications</title>
<link>https://www.digitimes.com/news/a20261015PD223/largan-precision-3m-communications-partnership-investment.html</link>
<pubDate>Thu, 15 Oct 2026 03:09:34 GMT</pubDate>
<description>Genius Electronic Optical and 3M have partnered to expand the manufacturing capacity and development of optical communications components. (DigiTimes)</description>
</item>
<item>
<title>Co-Packaged Optics Moves from Promise to Production Planning</title>
<link>https://www.eetimes.com/co-packaged-optics-moves-from-promise-to-production-planning</link>
<pubDate>Wed, 14 Oct 2026 15:41:12 GMT</pubDate>
<description>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)</description>
</item>
<item>
<title>Cisco, Nvidia team up to build fatter, faster pluggable</title>
<link>https://www.theregister.com/networks/2026/10/14/cisco-nvidia-team-up-to-build-fatter-faster-pluggable/5302970</link>
<pubDate>Wed, 14 Oct 2026 13:30:00 GMT</pubDate>
<description>Cisco and Nvidia are collaborating on a high-speed USFP optical pluggable module capable of reaching 12.8 Tbps. (The Register)</description>
</item>
<item>
<title>New USFP Pluggable Optics Form Factor for Higher Speeds from Cisco and NVIDIA</title>
<link>https://www.servethehome.com/cisco-ocp-ai-networking-announcements-nvidia</link>
<pubDate>Tue, 13 Oct 2026 13:00:40 GMT</pubDate>
<description>Cisco and NVIDIA have announced a new USFP pluggable optics form factor designed to support higher data speeds. (ServeTheHome)</description>
</item>
<item>
<title>Nvidia and Cisco unveil new optics design to help scale AI factories</title>
<link>https://www.digitimes.com/news/a20261013PR201/nvidia-cisco-optics-design-infrastructure.html</link>
<pubDate>Tue, 13 Oct 2026 04:15:00 GMT</pubDate>
<description>Nvidia and Cisco have introduced a new optical design engineered to support the scaling requirements of AI data centers. (DigiTimes)</description>
</item>
<item>
<title>Taiwan optical suppliers post record sales as Lumentum warns of shortages</title>
<link>https://www.digitimes.com/news/a20261013PD215/revenue-taiwan-sales-demand-growth.html</link>
<pubDate>Tue, 13 Oct 2026 03:56:33 GMT</pubDate>
<description>Lumentum has issued a warning regarding supply shortages for optical components as Taiwan-based suppliers report record sales. (DigiTimes)</description>
</item>
<item>
<title>NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories</title>
<link>https://www.hpcwire.com/off-the-wire/nvidia-and-cisco-introduce-new-pluggable-optics-form-factor-to-scale-ai-factories</link>
<pubDate>Mon, 12 Oct 2026 19:29:14 GMT</pubDate>
<description>NVIDIA and Cisco have launched a new pluggable optics form factor designed to enhance scalability for AI data centers. (HPCwire)</description>
</item>
<item>
<title>Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion</title>
<link>https://www.digitimes.com/news/a20261012VL201/capacity-laser-inp-data-center-2028.html</link>
<pubDate>Mon, 12 Oct 2026 02:48:22 GMT</pubDate>
<description>Lumentum reports that its AI laser production capacity is fully booked through 2029, driven by hyperscaler demand for optical components. (DigiTimes)</description>
</item>
<item>
<title>Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity</title>
<link>https://www.digitimes.com/news/a20261012PD205/testing-communications-sigurd-demand-winstek.html</link>
<pubDate>Mon, 12 Oct 2026 02:33:27 GMT</pubDate>
<description>Sigurd and Winstek are collaborating to enhance optical testing capabilities to meet the rising demand for high-speed AI connectivity. (DigiTimes)</description>
</item>
<item>
<title>Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?</title>
<link>https://www.digitimes.com/news/a20261012PD207/supply-chain-data-manufacturing-capacity-component.html</link>
<pubDate>Mon, 12 Oct 2026 02:16:08 GMT</pubDate>
<description>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)</description>
</item>
<item>
<title>Optical illusion: Is co-packaged optics the savior the data center industry has been waiting for?</title>
<link>https://www.datacenterdynamics.com/en/analysis/optical-illusion-is-co-packaged-optics-the-savior-the-data-center-industry-has-been-waiting-for</link>
<pubDate>Thu, 08 Oct 2026 16:00:59 GMT</pubDate>
<description>The article discusses the potential of co-packaged optics (CPO) to address data center industry challenges. (Data Center Dynamics)</description>
</item>
<item>
<title>Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture</title>
<link>https://www.digitimes.com/news/a20261008VL205/taiwan-gemtek-dixon-data-center-market.html</link>
<pubDate>Thu, 08 Oct 2026 02:27:46 GMT</pubDate>
<description>Gemtek is partnering with Dixon to facilitate their entry into the data center market via an optical components venture in India. (DigiTimes)</description>
</item>
<item>
<title>Commentary: Largan earnings call spotlight &amp;mdash; CPO, expansion and 4Q26 order momentum</title>
<link>https://www.digitimes.com/news/a20261007PD219/largan-precision-cpo-optical-lens-expansion-earnings.html</link>
<pubDate>Wed, 07 Oct 2026 03:05:33 GMT</pubDate>
<description>Largan's earnings call highlighted their momentum in Co-Packaged Optics (CPO) and expansion plans for late 2026. (DigiTimes)</description>
</item>
<item>
<title>Huawei's NPO bet challenges CPO's path to AI scale</title>
<link>https://www.digitimes.com/news/a20261007VL203/huawei-cpo-optics-ascend-cost.html</link>
<pubDate>Wed, 07 Oct 2026 01:55:00 GMT</pubDate>
<description>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)</description>
</item>
<item>
<title>Gigaphoton debuts neon recycling system with claimed 50% recovery rate</title>
<link>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</link>
<pubDate>Tue, 06 Oct 2026 13:20:00 GMT</pubDate>
<description>Gigaphoton has launched a new recycling system designed to recover 50% of materials from optical components. (Tom's Hardware)</description>
</item>
<item>
<title>Jedec unveils new standard for silicon photonics reliability qualification and testing</title>
<link>https://www.digitimes.com/news/a20261006VL209/jedec-siph-testing-manufacturing.html</link>
<pubDate>Tue, 06 Oct 2026 03:52:28 GMT</pubDate>
<description>JEDEC has introduced a new standard for the reliability qualification and testing of silicon photonics components. (DigiTimes)</description>
</item>
<item>
<title>CScale Exits Stealth with $145M to Build the Interconnect for Gigawatt-Scale AI</title>
<link>https://www.hpcwire.com/off-the-wire/cscale-exits-stealth-with-145-million-to-build-the-interconnect-for-gigawatt-scale-ai</link>
<pubDate>Wed, 30 Sep 2026 21:17:04 GMT</pubDate>
<description>CScale has raised $145 million in funding to develop high-density interconnect infrastructure specifically designed for gigawatt-scale AI data centers. (HPCwire)</description>
</item>
<item>
<title>Tower Semiconductor to invest $4 billion in Japanese ops to set up massive optical connectivity hub</title>
<link>https://www.tomshardware.com/tech-industry/photonics/tower-semiconductor-to-invest-usd4-billion-in-japanese-ops-to-set-up-massive-optical-connectivity-hub-dual-track-expansion-aims-to-increase-output-by-40-times-by-2029</link>
<pubDate>Fri, 25 Sep 2026 15:00:22 GMT</pubDate>
<description>Tower Semiconductor is planning a major optical connectivity hub in Japan, aiming for a 40-fold increase in output by 2029. (Tom's Hardware)</description>
</item>
<item>
<title>Part of the day: Optics contract manufacturing</title>
<link>https://gridtochip.site/blog/potd-2026-09-08-optics-contract-manufacturing</link>
<pubDate>Tue, 08 Sep 2026 00:00:00 GMT</pubDate>
<description>Part of the day: Optics contract manufacturing — what it does, why AI changes demand for it, and who makes it.</description>
</item>
</channel>
</rss>