Based on TrendForce’s projection that nearly 4 million Google TPUs will be shipped in 2026, demand for 800G-plus optical modules is expected to exceed 6 million units ...

Applied Optoelectronics, Inc. could benefit from AI data center scale-out and 400G/800G/1.6T demand. Click here to read my ...

Former SpaceX engineers raise $50M for Mesh Optical Technologies to manufacture data center optical transceivers in the US, targeting $10.5B market by 2033.

AI datacenter 1.6T optical transceivers, vertical integration edge, valuation risks, and key upside catalysts—read now.

Applied Optoelectronics delivers fiber-optic networking hardware and optical modules to data centers and telecom clients worldwide.

SAXONBURG, Pa., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, proudly ...

Three former SpaceX engineers have raised $50 million in a Series A funding round for their startup, Mesh Optical Technologies, aimed at improving data center links.

Chipmakers like Nvidia (NASDAQ:NVDA) were the early winners in the artificial intelligence (AI) boom, as companies scrambled ...

Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its ...

The laser module is one of the least reliable components in such a system. For that reason, it remains in a convenient pluggable form, enabling easy and inexpensive replacement. If designers were to ...

Despite a revenue dip, AXT Inc (AXTI) focuses on expanding indium phosphide capacity and securing long-term customer agreements to drive future growth.