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Oct 13Tue
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI71

    NVIDIA and Cisco Jointly Define New USFP Pluggable Optical Module

    NVIDIA and Cisco on October 12 jointly announced plans for the USFP (Ultra-Small Form-factor Pluggable) optical module, a high-density pluggable with 400Gb/s per lane, aimed at the scaling needs of next-generation AI factory networks and helping control network complexity, power consumption and cost as connection counts grow.

    Why we recommend it: The original article explains the motivation behind two leading vendors jointly defining a new form factor, helping assess how AI network optical modules are evolving

Oct 12Mon
  2. OFweek Laser Network · NewsOptics industry46

    Growth Challenges for Maxphotonics After 10kW-Class Shipments Top 10,000 Units

    An article by OFweek Laser notes that Maxphotonics became the first to ship more than 10,000 10kW-class fiber lasers worldwide in 2025. Drawing on observations from the Shanghai工博会 (CIIF), the article discusses how 10kW lasers can sustain growth as the fiber laser industry shifts from price wars to competition on new fronts.

  4. OFweek Optics Network · NewsOptics industryOptics and AI65

    Kuang-Chi Photonics Completes C+ Round of Over RMB 1 Billion; 12-Inch Wafer-Level Optics Line to Come Online in 2027

    Kuang-Chi Photonics has announced the completion of a C+ funding round exceeding RMB 1 billion, with investors undisclosed. The company's 12-inch wafer-level optics production line, backed by a RMB 2 billion investment in Shanghai Lingang, is expected to be completed and come online in 2027, targeting the 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 RMB 400 million in April.

    Why we recommend it: The source lists three funding rounds within the year and progress on the 12-inch wafer-level optics production line, helping to understand capital investment and capacity planning in wafer-level optics

  5. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI55

    DSBJ Clears HKEX Listing Hearing; PCB, Optical Chips and Optical Modules Target AI Servers

    Suzhou Dongshan Precision has cleared its listing hearing at the Hong Kong Stock Exchange. CIC says it is the world's only supplier with capabilities spanning PCBs, optical chips and optical modules; these products together account for about 9% to 14% of AI server material costs. In optical interconnect, it is building out optical modules through Source Photonics.

  6. Hangzhou Institute of Optics and Fine Mechanics · Recent HighlightsOptics industry16

    Hangzhou Institute of Optics Holds AI Training Session

    The Hangzhou Institute of Optics organized a special training session on artificial intelligence on October 10. Chief Scientist Zhao Dongfeng gave the lecture, attended by more than 60 people, including executives from incubated companies and partners, covering topics such as large model evolution and quantum computing.

  10. C114 Communications Network · Optical CommunicationsOptics industry51

    Dongbai Group to Acquire 52.67% of Optical Chip Maker Kuailing Photonics for CNY316 Million

    Dongbai Group announced on the evening of October 11 that it plans to acquire 52.6667% of Hangzhou Kuailing Photonics for CNY316 million, entering the indium phosphide photodetector chip market. The deal values Kuailing Photonics at CNY600 million. Kuailing Photonics develops, manufactures and sells photodetector chips through its wholly owned subsidiary Guangte Technology.

  11. OFweek Optics Network · NewsOptics industry41

    Jinding Optics Files for ChiNext IPO Amid Frequent Equity Changes and Customer Concentration

    Guangdong Jinding Optics plans to list on the ChiNext board, issuing up to 19.1706 million shares to raise CNY758 million for projects including a precision optical equipment and optical products smart manufacturing base. The article notes frequent equity changes, customer concentration, and inconsistencies between its purchase and sales data and those of Yutong Optics.

  14. Xi'an Institute of Optics and Fine Mechanics (XIOPM) · Research ProgressOptics industry59

    Xi'an Institute of Optics and Mechanics Research on Near-Infrared Optogenetic Pain Relief Draws Attention in Nature Photonics Commentary

    A team led by Researcher Wang Quan at the Biomedical Spectroscopy Laboratory of the Xi'an Institute of Optics and Mechanics, Chinese Academy of Sciences, has achieved wireless near-infrared optogenetic pain relief using upconversion nanoparticles. The research was recently highlighted in a dedicated commentary in Nature Photonics. Optogenetics received the Nobel Prize in Physiology or Medicine on October 5, 2026.

    Why we recommend it: The original work applies upconversion nanoparticles to wireless near-infrared optogenetics, offering reference value for biophotonics applications

Oct 10Sat
  1. OFweek Optics Network · NewsOptics industry39

    Smartphone Market Free-for-All: The Imaging War Keeps Escalating

    Smartphone makers are entering another intensive product-launch cycle, with larger sensors, longer telephoto reach, stronger stabilization and computational photography remaining key selling points. The article argues that as performance and displays mature, imaging remains the core battleground for differentiation and winning over premium users.

  2. C114 Communications Network · Optical CommunicationsOptics industry51

    Nanrui Radar Plans RMB 162 Million Acquisition of 51% Stake in Xintai Communications to Enter Optical Communications

    STAR Market-listed Nanrui Radar announced plans to use its own funds to acquire a 51% stake in Guangzhou Xintai Communications for RMB 161.67 million. Upon completion, Xintai Communications will become a controlled subsidiary, giving the company a foothold in the optical communications sector.

  4. C114 Communications Network · Optical CommunicationsOptics industry53

    China Telecom's 2026 100G ROADM Expansion Tender: Huawei, ZTE, FiberHome Win

    China Telecom's backbone 100G ROADM equipment (2026) procurement project is set to use direct procurement, covering ROADM network expansion equipment and services for five regions — North China, South China, Northwest, Southwest and Northeast — as well as the Xinjiang (China-Kazakhstan) domestic extension segment. The direct procurement suppliers are Huawei, ZTE and FiberHome.

  5. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    Zhishang Technology Gets $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. PH 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 RMB 3.346 billion). C114 believes optical interconnect demand has expanded from optical modules and fiber optic cables to upstream optical components.

    Why we recommend it: The original article gives a $500 million connector demand forecast from a single customer, clearly showing how AI optical interconnect demand is propagating upstream to components

  7. Anhui Institute of Optics and Fine Mechanics (AIOFM) · Research ProgressOptics industry43

    AIOFM Fourier Transform Infrared Spectroscopy Team Helps Develop Six Traditional Chinese Medicine Grade Standards

    Six group standards for commercial specification grades of traditional Chinese medicinal materials, administered by the Anhui Provincial Association of Traditional Chinese Medicine, have been released. The team of researcher Li Xiangxian at AIOFM (Anhui Institute of Optics and Fine Mechanics) was among the main drafting units, covering qianhu (Peucedanum), duanxueliu, baizhu (Atractylodes), moutan cortex, red peony root and white peony root. The standards classify grades based on morphological characteristics and active ingredient content as core indicators. The team applied the advantages of Fourier transform infrared spectroscopy — rapid, nondestructive and multicomponent detection — to the quality evaluation of Chinese medicinal materials, with accompanying demonstrations of mid-infrared and portable near-infrared FTIR analyzers.

Oct 9Fri
  2. OFweek Laser Network · NewsOptics industry51

    TRUMPF to Showcase TruMicro UV Femtosecond Lasers for Wafer Dicing and Advanced Packaging at Wesemibay

    TRUMPF Group will showcase its TruMicro series ultrafast lasers and applications at Wesemibay 2026 from October 14 to 16, highlighting UV femtosecond lasers, energy output control and a scalable platform. The series has been certified for volume production by several leading display panel and semiconductor manufacturers.

  4. Electro OpticsOptics industryOptics and AI69

    JEDEC Releases First Silicon Photonics AI Network Reliability Standard, JESD264

    JEDEC has released the JESD264 standard, setting new certification and reliability requirements for the emerging silicon photonics market. It is the first reliability standard for silicon photonics in AI networks.

    Why we recommend it: The original article explains that silicon photonic devices now have a dedicated reliability certification standard for the first time, helping to understand the threshold for silicon photonics entering large-scale AI network deployment

  5. OFweek Optics Network · NewsOptics industry56

    Wavelength Opto-Electronic Charged with Alleged Smuggling of Goods Banned from Import/Export, Involving RMB 20.1085 Million

    Wavelength Opto-Electronic announced on the evening of October 8 that it had received an indictment from the Third Branch of the Shanghai People's Procuratorate. After concluding its investigation, the Anti-Smuggling Bureau of Shanghai Customs referred the case for prosecution, alleging that the company and four defendants including Huang Shengdi smuggled goods banned from import and export, with an amount involved of RMB 20.1085 million.

  10. OFweek Optics Network · NewsOptics industryOptics and AI53

    The Price Dilemma of Micro-Optical Engines for AR Glasses, Seen Through the Supply Chain

    The article argues that the core bottleneck keeping AR glasses from the mass market lies not in chips or software, but in the micro-optical engine inside the temples. The micro-optical engine is the image-generation core of AR glasses, and prices remain high even after mass production, with most volume-produced models still selling for several thousand yuan or even more than ten thousand yuan.

  11. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Lumentum CEO: 2029 Capacity Nearly Fully Booked

    Lumentum CEO Michael Hurlston said in an interview in Tokyo that demand for some products will remain about 70% unmet next year, while other products still face a 30% demand gap through 2028. The company's 2029 capacity is nearly fully booked, and it is ramping up production at full speed.

    Why we recommend it: The source gives specific demand gap ratios, vividly illustrating the shortage of upstream laser chips for AI optical communications

  12. Optics & Photonics NewsOptics industry61

    Australian Team Achieves All-Optical Control of Metasurface Functions

    Ziwei Yang and colleagues at the ARC Centre for Transformative Meta-Optical Systems at the Australian National University demonstrated a method of controlling nonlinear optical metasurface functions with light, breaking from the traditional situation where nonlinear metasurface functions are fixed after fabrication.

    Why we recommend it: The source explains the idea of dynamically switching metasurface functions with light, offering insights for reconfigurable meta-optics