TRUMPF@TRUMPF_NewsOptics industryPicksAI score5959
Why we recommend it: Order growth coincided with higher margins. Combined with the semiconductor and data center demand cited in the press release headline, this offers a read on the changing fortunes of laser equipment makers.
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.
In June 2026, Hisense Group strategically acquired a long-established fiber laser company and renamed it Haipulin. Four months later, Haipulin presented a full range of laser cutting, welding, cladding, and 3D printing solutions at the China International Industry Fair, focusing on new energy, aerospace, steel structures, and marine engineering.
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
Everbright Photonics posted revenue of RMB 391 million in the first half of 2026, up 82.67% year on year.
Focuslight Technologies reported slightly higher revenue but a widened loss of 67.23 million yuan in its 2026 interim results, while disclosing a private placement plan to raise up to 1 billion yuan.
Focuslight posted first-half revenue of CNY 419 million, with orders in some business lines rising sharply.
nLIGHT posted second-quarter growth driven by demand in defense, aerospace and advanced manufacturing, after having divested some businesses.
Laser control company Weihong Co. was the first to release its half-year report, with net profit down 79.40% year on year.
In July 2026, an unfair competition lawsuit valued at 120 million yuan was filed in China's laser industry.
TRUMPF reported preliminary sales of about EUR 4.3 billion for FY2025/26, roughly flat year on year, with order intake up 7%.
TRUMPF announced an agreement to acquire a long-established company in Anoka, Minnesota, USA, with more than 60 years of history.
IPG and Lumibird have signed a binding acquisition offer, valuing Lumibird's main assets at about 16 times earnings, for approximately CNY 2.3 billion.
Jingfei Semiconductor, a platform-invested company of the Hangzhou Institute for Optics and Photonics, has been included in the "Beijing 2025 Second Group of High-Tech Enterprises" list. Jingfei Semiconductor is a manufacturer of precision semiconductor laser processing equipment and has achieved mass production of 8/12-inch silicon carbide laser lift-off equipment.
Hangzhou Tuozhi Optoelectronics Technology Co., Ltd. concluded its 49-day '630 Delivery Assurance' campaign at 12:00 on June 30, exceeding customer delivery targets. During the campaign, equipment utilization in the inspection team rose 80%, overall capacity doubled within three weeks, monthly delivery capacity increased 155%, and production efficiency improved 30%. The company focuses on core optical functional components in the upstream laser industry and is the first company in China to achieve scaled supply of photo-thermo-refractive glass and volume grating devices.
The National Academy of Inventors (NAI) has announced its 2024 class of Fellows, including Dr. Jiang Shibin, chairman of Hangzhou Yinhu Laser Technology Co., Ltd., among 170 inductees. Jiang has long been engaged in research on rare-earth-doped gain glass, gain fibers, and fiber lasers, and holds 52 U.S. patents and 36 Chinese patents. The 2024 Fellows come from 135 research universities, government, and nonprofit research institutions worldwide and collectively hold more than 5,000 U.S. patents.
Jiangsu Qunchuang Photovoltaic Technology Co., Ltd. was recently established with registered capital of 160 million yuan. It is jointly held by 11 industry chain companies, including Trina Solar, SC New Energy Technology and Suzhou Yourgood New Material, with Dier Laser holding a 3.1250% stake. The company's business scope includes solar power technology services, manufacturing of photovoltaic equipment and components, and leasing of photovoltaic power generation equipment. Dier Laser holds a global combined market share of over 80% for its core photovoltaic products, and announced earlier this month plans to invest 3 billion yuan in capacity expansion.