Rokid Global@RokidGlobalOptics and AIAI score2626
All Optics Updates
All updates
0 items today- Rokid Global@RokidGlobalOptics and AIAI score2626
Vuzix@VuzixOptics industryOptics and AIAI score3939
- Rokid Global@RokidGlobalOptics and AIAI score4444
XREAL 👓@XREAL_GlobalOptics industryOptics and AIPicksAI score6363
Why we recommend it: The post lists upgrades including brightness, 3D frame rate, and the X1 chip, which can be compared with the previous-generation XREAL One Pro to see the focus of this iteration.
- Rokid Global@RokidGlobalOptics and AIAI score2424
- XREAL 👓@XREAL_GlobalOptics industryOptics and AIAI score3939
Electro OpticsOptics industryOptics and AIAI score5555 Siemens Says EUV Lithography Simulation Speeds Up More Than 10x
A new technology developed by Siemens in collaboration with NVIDIA accelerates EUV computational lithography simulation by more than 10x, supporting complex patterning for advanced AI chips.
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6161 Fanchuangwei High-Transparency Optical AR Lens Project Lands in Taizhou With Total Investment of About 550 Million Yuan
Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out by Fanke Technology (Taizhou) in two phases, with a total investment of about 550 million yuan. Phase one, at about 150 million yuan, plans to complete an innovation center and pilot production line by 2027; phase two, at about 400 million yuan, targets annual production of 100 tons of high-purity silicon carbide optical material by 2028. The project targets AI glasses and AR terminals, covering the full chain from optical materials and etching processes to optical devices.
Why we recommend it: The original article gives the investment figures for the two phases, production line timelines, and a target of 100 tons of silicon carbide optical material per year, useful for gauging the pace of silicon carbide optical waveguide industrialization.
UploadVR (Glasses & Hardware)Optics and AIAI score3434 Sandisk Launches Made for Meta Storage Products for Quest and VR Glasses
Sandisk has announced Made for Meta storage products licensed by Meta for Quest headsets and VR glasses. The Settings app in Horizon OS 2.9 PTC can now recognize external storage and manage internal and external data in one place.
OFweek Laser Network · NewsOptics industryOptics and AIAI score5656 Hesai Launches Kosmo, Extending from LiDAR to Robot Joints and Physical AI Infrastructure
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 once sold for more than RMB 300,000 can now be produced for around USD 200, with one unit rolling off the line every five to six seconds.
- Rokid Global@RokidGlobalOptics and AIAI score4343
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6767 Silicon Photonics Chip Maker Xihe Technology Files Registration Version of STAR Market Prospectus
Shanghai Xihe Technology has released the registration version of its IPO prospectus for the STAR Market, describing itself as one of the world's leading 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, silicon photonics solutions can reduce total cost by nearly 20% and the volume of components within the module by nearly 30% at the same data rate and distance.
Why we recommend it: The original article provides cost and size data for silicon photonics versus discrete components, helping readers understand the domestic supply chain for AI data center optical interconnects
Electro OpticsOptics industryOptics and AIPicksAI score6161 Photonic Chip Firm Salience Labs Raises £95 Million to Expand US Production
Salience Labs, a University of Oxford spin-out developing photonic chips for AI data centers, has announced £95 million in funding to scale production of optical circuit switches and expand its presence in Silicon Valley.
Why we recommend it: The original article explains the positioning of optical circuit switching chips for AI data centers, helping understand where optical switching fits in compute networks
- Rokid Global@RokidGlobalOptics and AIAI score3636
Photonics.comOptics industryOptics and AIPicksAI score6161 Salience Labs Raises $125 Million Series B to Develop Photonic Switching Chips for AI Data Centers
Salience Labs, which develops photonic chips for AI data center interconnects, has closed an oversubscribed $125 million Series B round. The company previously demonstrated a 64-port all-optical silicon photonic circuit switch live at ECOC 2026.
Why we recommend it: The original article links the funding to the demonstration of a 64-port all-optical switch at ECOC, helping gauge commercial progress in silicon photonic optical switching
OFweek Optics Network · NewsOptics industryOptics and AIAI score5959 Leqi Gen-2 AI Glasses Preview: Four Optical Challenges for Diffractive Waveguides
The article argues that AI capabilities can be upgraded over the air, but the optical experience of a diffractive waveguide is hard to fix once finalized. The development of Leqi's second-generation AI glasses focuses on four engineering challenges: making the grating invisible, suppressing rainbow artifacts, thinning the lens, and reducing reflections while preserving brightness. These are also the issues that must be solved for consumer AI glasses to look like ordinary eyewear.
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565 TDK Shows Meta-Optic Reflector for Retinal Projection Smart Glasses at CEATEC
TDK showcased at CEATEC an ultra-thin meta-optic reflector designed for retinal projection smart glasses. The prototype is monochrome green with 750p resolution and a 45-degree diagonal field of view. The reflector is just 150 nanometers thick and achieves 80% visible-light transmittance. TDK plans to launch a green version by the end of 2026, a full-color version in May 2027, and to begin mass production within a few years.
Why we recommend it: The original article gives thickness, transmittance, field of view and a mass-production timeline, useful for comparing the retinal projection approach with waveguide routes.
optics.org (SPIE Industry News)Optics industryOptics and AIAI score5757 US Army Research Office Awards $19.2 Million Grant to UCF-Led Team
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 optical 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.
optics.org (SPIE Industry News)Optics industryOptics and AIPicksAI score7474 ASML Studies Further Expanding Lithography Capacity as Chip Demand Keeps Growing
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 reached €11.7 billion, up more than 50% year on 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: Equipment expansion and productivity upgrades are proceeding in parallel, offering concrete industry clues on how AI demand feeds into EUV lithography supply constraints.
Photonics.comOptics industryOptics and AIAI score5959 Credo Launches Short-Reach Micro-Transmitter Optics Standardization Group at OCP
Credo has launched a Short-Reach Micro-transmitter Optics (SRMO) working group within the Open Compute Project (OCP), where it will work with industry partners to develop specifications for high-speed data center interconnects.
Lumentum@LumentumOptics industryOptics and AIAI score4848
Coherent Corp.@CoherentCorpOptics industryOptics and AIAI score2525
optics.org (SPIE Industry News)Optics industryOptics and AIPicksAI score6161 UK Silicon Photonics Firm Salience Labs Raises $125 Million Series B
UK-based silicon photonics company Salience Labs has closed a $125 million Series B round to scale development of optical circuit switch (OCS) technology and ease network bottlenecks in AI data centers.
Why we recommend it: The original article highlights optical circuit switching's positioning against AI data center bottlenecks, helping understand capital interest in silicon photonic switching
optics.org (SPIE Industry News)Optics industryOptics and AIAI score4949 VISION 2026 Machine Vision Show Draws Record Exhibitors, Over 9,000 Visitors
The 32nd VISION machine vision show, hosted by Messe Stuttgart, took place in Stuttgart last week, attracting more than 9,000 professional visitors, up 14% from 2024, with a record number of exhibitors. The VISION Start-up Award was also presented.
- XREAL 👓@XREAL_GlobalOptics and AIAI score1818
OFweek Optics Network · NewsOptics industryOptics and AIAI score5454 Optical Interconnect Firm Yute Photonics Surges 449% on Beijing Stock Exchange Debut
Jiangsu Yute Photonics listed on the Beijing Stock Exchange on October 9, with an offer price of RMB 13.75 per share, about 17.6667 million shares publicly issued and roughly RMB 243 million raised. The share price rose 449% on its first day of trading. The company mainly produces optical modules and optical interconnect products for data centers.
OFweek Optics Network · NewsOptics and AIAI score5151 AI Glasses Start Learning to Take the Initiative
An article by VR Tuoluo notes that some AI glasses can now record everyday conversations with user permission, organize key information into searchable long-term memory, and extract schedules from conversations to send proactive reminders. Brands including RayNeo have already rolled out such features.
Laser Focus WorldOptics industryOptics and AIAI score4343 Optical Imaging and Spectroscopy Support Precision Agriculture
A Laser Focus World article describes how photonics is providing agriculture with new measurement tools, including monitoring crop conditions, assessing food quality and controlling plant growth.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score7171 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
- Rokid Global@RokidGlobalOptics and AIAI score3939
- Vuzix@VuzixOptics industryOptics and AIAI score5656
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565 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
OFweek Optics Network · NewsOptics and AIAI score4949 Jio AI Glasses Demonstrate Voice-Activated QR Code Payments at India Mobile Congress
Jio Platforms, a subsidiary of Reliance Industries, showcased a range of AI wearable devices at India Mobile Congress 2026 (IMC 2026). Among them, the Jio AI smart glasses support voice-operated UPI QR code payments in India, leveraging Jio's 5G network and AI ecosystem to serve everyday users.
OFweek Optics Network · NewsOptics and AIAI score4343 Zuckerberg Becomes World's Fourth-Richest Person as Meta Smart Glasses and AI Business Draw Attention
On September 24, Zuckerberg's net worth reached about $266.4 billion, surpassing Michael Dell to become the world's fourth-richest person. Meta shares closed at $777.59 that day, up about 36% for the month of September. The article suggests that the AI agent Muse, launched on September 8, boosted market sentiment, and discusses Meta's smart glasses business.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score5555 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.
UploadVR (Glasses & Hardware)Optics and AIAI score4646 ByteDance's Pico Space Pro Headset Surfaces in Japanese Regulatory Filing
Images of ByteDance's upcoming Pico Space Pro headset have appeared in Japanese regulatory certification documents. Pico and ByteDance had previously mentioned plans to launch a next-generation headset.
OFweek Optics Network · NewsOptics and AIAI score5959 Multiple Countries Crack Down on Smart Glasses, Creating Three Types of Risks for Overseas Expansion
In early October, the global smart glasses industry faced three regulatory tests in quick succession: Dutch eyewear chain Hans Anders suspended sales of Ray-Ban Meta smart glasses at more than 400 stores in the Netherlands and Belgium; the Norwegian government plans to submit a bill temporarily banning the use of AI glasses in parks, beaches, museums and other venues; and Australia's privacy regulator OAIC announced an investigation into a Shenzhen-based company.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565 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
Electro OpticsOptics industryOptics and AIPicksAI score6969 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
OFweek Optics Network · NewsOptics and AIAI score5353 Qwen N1 Pro and Wigain Flow Add Eye Awareness as AI Glasses Fill the Personal Context Gap
An article by VR Tuoluo notes that the Qwen AI Glasses N1 Pro, unveiled on September 22, adds high-precision eye tracking for visual question answering, object recognition and iris payment. Wigain Flow, a full-color AI glasses model that Qiuguo plans to release later, also places an iris camera in the nose pads for identity verification. Eye data is emerging as a new data source for AI glasses to understand users.