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Oct 16Fri
  1. OFweek Optics Network · NewsOptics industry57

    Honglei Optics Secures Volume Orders for TGV Glass Substrate Direct-Write Lithography Equipment

    Honglei Optics has delivered volume orders of its direct-write lithography equipment for TGV glass substrates. Glass substrates show transmission loss of about 0.3dB/mm at 10GHz and dielectric loss more than 50% lower than organic substrates, making them suitable for CPO optical modules, Micro LED, and Chiplet packaging. The industry generally regards 2026 as a critical validation period for glass substrates, with initial commercial adoption expected around 2028.

Oct 15Thu
  1. C114 Communications Network · Optical CommunicationsOptics industry65

    Advanced Fiber Resources to Acquire 99.97% of Passive Optical Component Maker Anjiexun for RMB 1.64 Billion

    Following Sha Shuli's withdrawal from the transaction, Advanced Fiber Resources will adjust the acquisition target to a 99.97% stake in Suzhou Anjiexun, with a transaction price of about RMB 1.6395 billion and an appraised value of about RMB 1.650 billion for all of Anjiexun's equity. Consideration will be paid through share issuance, convertible bonds and cash, with the cash portion at about RMB 492 million.

    Why we recommend it: The source provides the valuation, pricing and payment structure, helping to understand M&A valuations in the passive optical components sector.

Oct 12Mon
  1. C114 Communications Network · Optical CommunicationsOptics industry51

    Dongbai Group Plans CNY 316 Million Acquisition of 52.67% Stake in Optical Chip Maker Kuailing Optoelectronics

    Dongbai Group announced on the evening of October 11 that it plans to acquire a 52.6667% stake in Hangzhou Kuailing Optoelectronics for CNY 316 million, entering the indium phosphide photodetector chip market. The deal values Kuailing Optoelectronics at CNY 600 million. Kuailing Optoelectronics develops, manufactures and sells photodetector chips through its wholly owned subsidiary Guangte Technology.

Oct 10Sat
  1. C114 Communications Network · Optical CommunicationsOptics industry51

    Nanoradar Plans CNY 162 Million Acquisition of 51% Stake in Xintai Communications to Enter Optical Communications

    STAR Market-listed Nanoradar announced plans to use its own funds of CNY 161.67 million to purchase a 51% stake in Guangzhou Xintai Communications. After the deal closes, Xintai Communications will become a controlled subsidiary, giving the company a foothold in optical communications.

  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    Zhishang Technology Receives $500 Million Fiber Optic Connector Demand Forecast from PH Customer for 2027

    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

Oct 9Fri
  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Lumentum CEO: 2029 Capacity Almost Fully Booked

    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

Oct 8Thu
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    LightCounting: Ethernet optical module market forecast to grow 120% in 2026

    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

Sep 27Sun
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI53

    Huiyu Ecology Subsidiary Junheng Technology Expands Wuhan Optical Module Base, Adding 2 Million Units of Capacity

    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.

Sep 21Mon
  1. OFweek Optics Network · NewsOptics industryOptics and AI65

    Huawei Teams Up with Xi'an Institute of Optics and Precision Mechanics on AI + Optics; Ascend 960 SuperPod Uses NPO

    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

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Jul 22Wed
  1. OFweek Optics Network · NewsOptics industryOptics and AI51

    Accelink Expects Revenue to Rise 52% to 71% in the First Half of 2026

    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.

Jul 21Tue