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Why we recommend it: The source gives the investment figures for both phases, production line timelines and a target of 100 tonnes of silicon carbide optical material per year, useful for gauging the pace of silicon carbide waveguide industrialization.
Hesai held the global launch of Kosmo at its Maxwell super factory in Shanghai on October 14, unveiling a 3D world data engine and disclosing that it has entered robotic motion modules and begun commercial deliveries. Li Yifan said that LiDAR units that sold for more than RMB 300,000 back then can now be produced for around $200, with the production cycle shortened to one unit every five to six seconds.




A team led by the University of Central Florida (UCF) will receive a five-year, $19.2 million grant from the US Army Research Office to study light propagation and control in complex dynamic environments. The project, led by Guifang Li, will explore weak backscattering coherent measurement, inverse methods, AI analysis and multi-plane light conversion, with the goal of measuring and rapidly correcting light field distortions when remote sensors or beacons cannot be placed. Potential applications include directed-energy systems, biological tissue imaging, laser medicine, remote sensing and free-space optical communications.
ASML said its existing 2027 and 2028 supply plans cannot fully meet customer demand and that it is studying a further expansion of 2028 capacity beyond the previously planned 30% increase. Quarterly sales through September 27 were EUR 11.7 billion, up more than 50% year over year. The NXE:3800F EUV lithography system slated for introduction next year will raise productivity from 230 to 260 wafers per hour.
Why we recommend it: Capacity expansion and productivity upgrades are proceeding in parallel, offering concrete industry clues on how AI demand translates into EUV lithography equipment supply constraints.
Shenzhen Zhishang Technology announced the signing of a 2027 Demand Forecast Cooperation Memorandum with customer PH. The customer expects to purchase MPO fiber optic patch cords and other fiber optic connectors from the company in 2027, with a forecast target value of $500 million (approximately 3.346 billion yuan). C114 believes optical interconnect demand has expanded from optical modules and optical fiber cables to upstream optical components.
Why we recommend it: The article gives a $500 million connector demand forecast from a single customer, directly showing how AI optical interconnect demand is flowing upstream to components
Lumentum CEO Michael Hurlston said in an interview in Tokyo that about 70% of demand for some products will remain unmet next year, while other products still face a 30% demand gap through 2028. The company's 2029 capacity is almost fully booked, and it is ramping production at full speed.
Why we recommend it: The article provides specific demand gap percentages, directly reflecting the tightness of laser chips upstream in AI optical communications
Lightwave reports a market forecast that the Ethernet optical transceiver market will grow 120% in 2026, driven by AI data center construction.
LightCounting's latest report says growth in the Ethernet optical module market was originally expected to slow in 2026, but data from the first nine months defied expectations: cloud provider capital expenditures accelerated sharply from late January to early February and remained strong over the following six months. The full-year Ethernet optical module market is now forecast to grow 120%.
Why we recommend it: The original article explains that the forecast revision was driven by cloud provider capital expenditures, helping to gauge the scale of AI-driven optical module demand
Hamamatsu Photonics and MEETOPTICS have announced a partnership to exclusively integrate MEETOPTICS' scientific AI chat tool into Hamamatsu's product portfolio, helping users find photonic devices.
AR glasses display developer Cellid has partnered with Japanese eyewear retailer Megane Top to jointly develop and sell AR glasses.
Smart contact lens company XPANCEO has partnered with Contamac to advance the development of AR contact lenses using materials already used in FDA-cleared ophthalmic devices.
Data from NE Times shows that LiDAR installations in Chinese passenger vehicles reached 525,500 units in August 2026. Hesai installed 182,436 units, just 65 fewer than Huawei, and the two together accounted for 69.4%. The growth logic is extending beyond simply adding vehicle models to multiple LiDARs per vehicle, robot perception and 3D spatial mapping.
Why we recommend it: The original paper provides monthly installation and market share data, useful for assessing the automotive LiDAR market landscape
AT&T announced a multiyear fiber optic cable supply agreement with Corning worth more than $3 billion in total. Corning will continue delivering fiber and cable for AT&T's home broadband expansion. AT&T said average monthly traffic per fiber user has surpassed 1 TB, five times the 2016 level.
Why we recommend it: The original paper gives the contract value and user traffic growth, helping to understand the scale of fiber demand driven by AI and video
Huiyu Ecology announced that its majority-owned subsidiary Wuhan Junheng Technology plans to build an R&D and production base in the Wuhan East Lake High-tech Development Zone, replacing and upgrading its existing annual capacity of 1.5 million units. Once completed, the project will add 2 million units of optical module capacity.
On September 17, Largan Precision spent CNY 1.172 billion to acquire about 2,259 ping of land and 3,695 ping of buildings in Nantun, Taichung. This was its seventh real estate transaction since late June, bringing the total to CNY 8.078 billion. Chairman Lin Enping confirmed in July that the company had received its first fiber array order from a customer, with the land purchases paving the way for mass production in 2027.
Why we recommend it: The original article gives the pace and value of the land purchases, showing the scale of the smartphone lens leader's bet on CPO fiber arrays
Niantic Spatial and the Singapore Land Authority have signed a memorandum of understanding to assess the technical feasibility of building Singapore's first national-scale Visual Positioning System (VPS).
Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, making AI + optics a core focus, with Huawei pledging priority support in computing resources and AI teams. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.
Why we recommend it: The source text places the industry-academia partnership alongside the NPO superpod, showing Huawei's overall strategy in optical interconnects and AI optics
Dinglong said at an investor relations event that the explosive growth in AI computing demand is driving optical communications toward higher speeds, placing greater demands on key upstream materials. The company is therefore expanding into high-end core optical communications materials.
RoboSense plans to sell its embodied robotics complete-machine business for RMB 59.878 million and focus on supplying key components to robot manufacturers. Seyond has signed a design win with Chuneng Automotive for a forward-facing primary LiDAR, while Hesai has also announced new moves in spatial intelligence.
Sunny Optics has joined a seed funding round worth several hundred million yuan for Zeno Robotics and supplies companies including Unitree, extending its reach into the embodied AI supply chain under its Optics plus AI strategy.
Hongshi Intelligence has formed a strategic partnership with Cao Liangcai's team in Tsinghua University's Department of Precision Instruments to tackle the narrowing of light emission angles and optical energy losses in MicroLED microdisplay light sources, supporting lightweight optical engines for AI glasses.
Conant Optics' wholly owned subsidiary Jiangsu Lantu has been renamed Jiangsu Conant Intelligent Technology, focusing on the smart glasses business.
Eoptolink said at its interim results briefing that 1.6T and 800G are the main products this year, with NPO products expected to ship in volume in 2027.
Lumus and Quanta have signed a licensed manufacturing agreement to produce Z-30 2.0 and A-Lens waveguides with 30-degree and 50-degree fields of view.
In the first half of 2026, RoboSense shipped 719,200 units, up 169.6% year on year, while Seyond shipped 450,900 units, up 364.8%. The article compares the scale, profitability and second growth curves of the three companies.
Even Realities has sued XGIMI in the United States, halting the USD 1.2 million Kickstarter crowdfunding campaign for its MemoMind One AI glasses.
SeeYA Technology reported H1 revenue of RMB 584 million, up 287.87% year on year, with losses narrowing to RMB 53.722 million and order backlog of about RMB 1.6 billion.
Innolight said NPO could see its first shipments in 2027, and the share of overseas production capacity will increase.
T&S Communications said its CPO supporting products have entered the volume production and delivery stage.
Cignal AI has raised its forecast for the optical circuit switch market, projecting that it could exceed $8 billion by 2030.
Nokia is stepping up its optical interconnect business amid the AI supercycle.
LiDAR installations totaled 1.595 million units in 2024 and 3.316 million in 2025; 2.282 million units were installed in the first half of 2026, with Huawei's 896-beam LiDAR becoming the new benchmark.
Huiyan Technology has secured about 80% of visual quality inspection orders for housings in Apple's supply chain.
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
O-Film and Luming Photonics are deepening their collaboration to scale solid-state LiDAR deployment based on the ADS6311 SPAD chip.
Accelink has released its interim earnings forecast, expecting revenue of RMB 400 million to RMB 450 million in the first half of 2026, up 52.16% to 71.18% year on year, with net profit attributable to shareholders of RMB 48 million to RMB 52 million. The company attributes the growth mainly to deliveries of passive optical subcomponents for high-speed data center optical modules and OCS yttrium vanadate crystals, driven by global AI computing infrastructure construction. On capacity, phases one and two of the Hefei yttrium vanadate crystal project are at full production, the Thailand plant is ramping up, and the Zhengzhou plant is expected to begin production in the third quarter of 2026.
Google has announced an agreement with HTC to bring part of the HTC VIVE engineering team into Google, with the deal subject to customary closing conditions. Google said the team has extensive VR experience and will help accelerate development of the Android XR platform across headsets and glasses ecosystems.