Industry Information Optical Modules and Networks for AI-Era Data Centers
We review recent advances in optical modules and networks for AI-era data centers (DCs), covering intra-DC optical pluggable transceivers, DC interconnections, optical cross-connect based flexible
Industry Information XPO: Redefining Pluggable Optics for AI Networking
The Arista XPO (eXtra-dense Pluggable Optics) module is a purpose-built solution designed from the ground up to address the unique challenges of hyperscale AI data centers.
Industry Information GlobalFoundries accelerates adoption of co-packaged optics for
MALTA, N.Y., May 4, 2026 – GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO). GF''s SCALE solution, or Silicon
Industry Information The Application of Optical Modules in AI Technology
Optical modules convert electrical signals into light to move data quickly and reliably in AI systems, enabling fast and smooth data processing.
Industry Information GlobalFoundries accelerates adoption of co-packaged optics for
SCALE CPO solution is the industry''s first OCI MSA capable platform and built with GF''s proven silicon photonics technology MALTA, N.Y., May 4, 2026 – GlobalFoundries (Nasdaq: GFS)
Industry Information Nvidia''s $4B Photonics Venture: What You Need to Know
Nvidia''s $4B investment in optical component suppliers Lumentum and Coherent heralds an era of optical interconnects inside AI data centers.
Industry Information Yole Group
Yole Group - Access daily business, market & technology updates in the semiconductor industry, our Analysts'' Analysis and Presentations and more
Industry Information GF Overseas Electronics & Communications 》 ☄️Zhen Ding 4Q25
On the earnings call, management expressed strong confidence in AI-driven growth, targeting 6–7x revenue growth in optical modules and AI server PCB businesses. In addition,
Industry Information China accelerates in indium phosphide, the new bottleneck in AI
The relationship between optical modules and InP isn''t linear. EML (Electroabsorption Modulated Laser) solutions typically consume more substrate because they require multiple chips per module and
Industry Information AI Data Center Optical Transceiver Module Market 2025–2030
The AI data center optical transceiver market has entered a historic growth phase, driven by the exponential expansion of AI computing clusters and the accelerated migration from traditional copper
Industry Information Optical Modules and PCBs: Driving High-Speed Data Transmission in
Our leadership in AI-enabled communication networks makes us the perfect partner for high-quality, value-driven optical modules and PCBs. In this blog, we''ll explore the background,
Industry Information AI servers are becoming increasingly integrated systems. GPUs,
AI servers are becoming increasingly integrated systems. GPUs, CPUs, NICs, switch ASICs, optical modules, power modules, liquid cooling systems, and high-speed PCBs must be designed as
Industry Information Optical Communication Industry Trends 2026: AI, 800G/1.6T Optical
Explore optical communication industry trends in 2026, driven by AI infrastructure, 800G and 1.6T optical modules, silicon photonics, and next-generation data center connectivity solutions.
Industry Information Photonics Is Where AI Infrastructure Meets Physical Limits Copper
Sergey (@SergeyCYW). 998 likes 21 replies. Photonics Is Where AI Infrastructure Meets Physical Limits Copper interconnects are reaching practical limits inside high-performance data
Industry Information AI infrastructure accelerates the shift to scalable optical systems
Emerging themes and trends OFC 2026 showed that AI scale-up is reshaping optical roadmaps. Optical interconnect is increasingly central not just to networking, but to AI system
Industry Information GlobalFoundries Announces New Co-Packaged Optics Solution for AI
GlobalFoundries (GF) announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO).
Industry Information Optical Component Startup Tracker
The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker identifies these companies
Industry Information CPO (Co-Packaged Optics): A Key Technology Path for
Pluggable optical modules, with their mature ecosystem and flexible upgrade capabilities, remain the preferred solution for AI clusters. Their
Industry Information Global AI Optical Transceiver Market to Reach US$26 Billion in 2026
TrendForce''s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market size projected to expand from
Industry Information AT&S advances glass core substrates for AI, high-performance
“Glass core substrates are helping shape the systems that will power the AI era. They provide a stable foundation for larger, more capable chip packages and create opportunities for new
Industry Information LPO vs NPO vs CPO: The Evolution of Optical Interconnects in AI
Each architecture emphasizes different design priorities, and together they form the technological framework for optical interconnects in next-generation AI data centers. Frequently
Industry Information Warning: The entire AI industry will likely be bottlenecked by two
And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones,
Industry Information The Rise of Co-Packaged Optics: A Deep Dive into CPO
Understanding CPO Optical Modules: The Core Innovation Unlike a conventional pluggable optical transceiver that slots into a front panel, a CPO
Industry Information Next generation Co-Packaged Optics Technology to Train & Run
A co-packaged optic module design was developed to support electronic and optics compatibility, industry standards where applicable and scaling for design, process, assembly, test, pluggable
Industry Information GlobalFoundries launches SCALE optics for AI data centers | GFS
GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution
Industry Information [SMM Tin News Flash: Institution: Micro LED CPO Optical Transceiver
According to TrendForce''s latest Micro LED industry research, generative AI is driving a rapid climb in demand for high-speed optical communications.
Industry Information Co-Packaged Optics (CPO) Market Size to Hit USD
The global co-packaged optics (CPO) market size is evaluated at USD 95.04 million in 2025 and is predicted to hit around USD 1,055.11 million by