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Optics and AI

Mon, Oct 19

Latest picks

Oct 15Thu
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Silicon Photonics Chipmaker Xihe Technology Files Registration Version of STAR Market Prospectus

    Shanghai Xihe Technology has released the registration version of its STAR Market IPO prospectus, describing itself as one of the world's major suppliers of silicon photonic integrated chips. Its customers include leading optical module makers and cloud service providers, and its products are already shipping at scale into AI clusters and hyperscale data centers. According to estimates by optical module makers, at the same speed and distance, silicon photonic solutions can reduce total cost by nearly 20% and cut the volume of components within a module by nearly 30%.

    Why we recommend it: The source provides cost and volume data for silicon photonics versus discrete components, helping to understand the domestic supply chain for AI data center optical interconnects.

  2. optics.org (SPIE Industry News)Optics industry59

    Siloton Secures GBP 8.4 Million from Innovate UK to Advance GiraffeOCT into Clinical Use

    Siloton will receive GBP 8.4 million in funding from Innovate UK over two years to advance GiraffeOCT, an OCT technology based on quantum photonic integrated circuits, toward clinical use. The funding is expected to shorten the development timeline by about two years.

    Why we recommend it: The source article describes the funding path for taking photonic integrated OCT from the lab to the clinic, serving as a reference for the industrialization of medical optics devices

Oct 14Wed
  1. optics.org (SPIE Industry News)Optics industryOptics and AI61

    UK Silicon Photonics Firm Salience Labs Raises USD 125 Million Series B

    UK-based silicon photonics company Salience Labs has closed a USD 125 million Series B round to expand development of optical circuit switch (OCS) technology and ease network bottlenecks in AI data centers.

    Why we recommend it: The source article highlights the positioning of optical circuit switching against AI data center bottlenecks, helping understand capital enthusiasm for silicon photonic switching

Oct 12Mon
  1. OFweek Optics Network · NewsOptics industryOptics and AI65

    Kunyou Optoelectronics Completes C+ Round of Over 1 Billion Yuan; 12-Inch Wafer-Level Optics Line to Come Online in 2027

    Kunyou Optoelectronics announced the completion of a C+ round exceeding 1 billion yuan, with investors undisclosed. The company's 12-inch wafer-level optics production line in Lingang, Shanghai, built with an investment of 2 billion yuan, is expected to be completed and come online in 2027, targeting AR, fiber optics, optical communications, automotive optics and optical computing markets. This follows its C round in January 2026 and a C+ round of nearly 400 million yuan in April.

    Why we recommend it: The article lists three funding rounds this year and progress on the 12-inch wafer-level optics line, helping understand capital and capacity deployment in wafer-level optics

Sep 27Sun
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI63

    Hengtong Optic-Electric Plans to Raise CNY 6.636 Billion for Next-Generation Optical Fiber and AI Optical Interconnect

    Hengtong Optic-Electric has released a private placement plan to raise up to CNY 6.636 billion for next-generation optical fiber R&D and production, construction of high-end optical new materials in Inner Mongolia, and advanced AI optical interconnect projects. The issuance will target no more than 35 investors.

    Why we recommend it: The original article lists the investment directions, helping to understand the optical fiber leader's spending on AI optical interconnect

Jan 18Thu
  1. Guangdian Hui · TrendsOptics industry64

    At the Start of the Year, Focuslight and Three Other International Optics Companies Launch an Acquisition Wave

    Focuslight, Synopsys, AMS Technologies and Oxford Instruments announced or completed acquisitions in early 2024, covering micro- and nano-optics, simulation software, laser systems and scientific cameras. Focuslight completed the acquisition of 100% of the equity in SMO for EUR 75.5405 million, while Synopsys plans to acquire Ansys for $35 billion, a deal still subject to shareholder and regulatory approval. AMS Technologies acquired neoLASE, and Oxford Instruments acquired First Light Imaging.

    Why we recommend it: The four deals respectively add device manufacturing, simulation software, laser system and scientific imaging capabilities, useful for comparing different paths optics companies take to expand through acquisitions.

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