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Oct 18Sun
  1. Phys.org Optics & PhotonicsOptics industry69

    Hybrid Diamond Chip Enhances Light-Qubit Interaction

    Researchers have developed and demonstrated a GaP-on-diamond hybrid nanophotonic platform enabling controlled interaction between photons and silicon-vacancy (SiV) centers in diamond. Using stamp transfer, the team fabricated more than 600 nanophotonic cavities on a diamond substrate with a yield of 99.5%, achieving cooperativity above 1 and a spin relaxation time exceeding 0.4 milliseconds, enabling single-shot readout of SiV electron spins. Next steps include connecting multiple devices on the same chip and demonstrating entanglement.

    Why we recommend it: A transfer process that avoids etching the diamond balances device yield with spin-photon coupling, offering a concrete example of how quantum network interfaces could move toward scalable manufacturing.

Oct 17Sat
Oct 15Thu
  1. C114 Communications Network · Optical CommunicationsOptics industry55

    Dongbai Group terminates acquisition of InP photodetector chip maker Kuailing Photonics within three days

    Dongbai Group announced on October 12 that it planned to acquire a 52.6667% stake in Hangzhou Kuailing Photonics for RMB 316 million to enter the indium phosphide photodetector chip market. On October 15, it announced the termination of the deal because the parties failed to agree on key terms. Dongbai Group's share price fluctuated sharply over the three days.

  2. 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.

  3. C114 Communications Network · Optical CommunicationsOptics industry53

    Passive Optical Component Maker Xinyu Technology Responds to BSE IPO Inquiry, Plans to Raise CNY 550 Million

    Henan Xinyu Guang Technology and its sponsor have disclosed responses to the first round of inquiries for its Beijing Stock Exchange IPO, covering 12 questions across 614 pages. Xinyu Technology focuses on passive optical communication components and precision structural parts and plans to raise CNY 550 million. Revenue in 2023, 2024, and 2025 was CNY 152 million, CNY 259 million, and CNY 508 million, respectively, with net profit of CNY 86.591 million in 2025.

  4. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Silicon Photonics Chipmaker Xihe Technology Files Registration Version of STAR Market Prospectus

    Shanghai Xihe Technology has released the registration version of its STAR Market IPO prospectus, describing itself as one of the world's major 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, at the same speed and distance, silicon photonic solutions can reduce total cost by nearly 20% and cut the volume of components within a module by nearly 30%.

    Why we recommend it: The source provides cost and volume data for silicon photonics versus discrete components, helping to understand the domestic supply chain for AI data center optical interconnects.

Oct 14Wed
  1. Electro OpticsOptics industryOptics and AI61

    Photonic Chip Company Salience Labs Raises GBP 95 Million to Expand US Production

    Salience Labs, a University of Oxford spinout developing photonic chips for AI data centers, announced GBP 95 million in funding to scale mass production of optical circuit switches and expand its presence in Silicon Valley.

    Why we recommend it: The source article explains the positioning of optical circuit switching chips for AI data centers, helping understand where optical switching fits in compute networks

  2. Photonics.comOptics industryOptics and AI61

    Salience Labs Raises USD 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 USD 125 million Series B round. The company previously demonstrated a 64-port all-optical silicon photonic circuit switch at ECOC 2026.

    Why we recommend it: The source article links the funding to the 64-port all-optical switch demonstration at ECOC, helping assess the commercial progress of silicon photonic optical switching

  3. LumentumOptics industryOptics and AI48

    Before October 15, visit booth B34 at the 2026 OCP Global Summit to see a rack-scale optical PCIe link demonstration featuring Astera's Scorpio smart fabric switch, @Lumentum's 1060 nm VCSEL-based optical interconnect solution, and Corning's multimode fiber connectivity solution. 🔗 https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Astera-Labs-and-Corning-to-Demonstrate-1060-nm-VCSEL-Based-PCIe-over-Optics-for-AI-Rack-Scale-Connectivity-at-the-2026-OCP-Global-Summit/default.aspx

  4. optics.org (SPIE Industry News)Optics industryOptics and AI61

    UK Silicon Photonics Firm Salience Labs Raises USD 125 Million Series B

    UK-based silicon photonics company Salience Labs has closed a USD 125 million Series B round to expand development of optical circuit switch (OCS) technology and ease network bottlenecks in AI data centers.

    Why we recommend it: The source article highlights the positioning of optical circuit switching against AI data center bottlenecks, helping understand capital enthusiasm for silicon photonic switching

Oct 13Tue
  1. OFweek Optics Network · NewsOptics industryOptics and AI54

    Optical Interconnect Firm Yotai Photonics Rises 449% on Beijing Stock Exchange Debut

    Jiangsu Yotai Photonics listed on the Beijing Stock Exchange on October 9 at an issue price of 13.75 yuan per share, offering about 17.6667 million shares and raising about 243 million yuan. The share price rose 449% on its first day of trading. The company mainly produces optical modules and optical interconnect products for data centers.

  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI71

    NVIDIA and Cisco Jointly Define New USFP Pluggable Optical Module

    NVIDIA and Cisco jointly announced plans for the USFP (Ultra-Small Form Factor Pluggable) optical module on October 12. This high-density pluggable optical module supports 400Gb/s per lane and targets the scaling needs of next-generation AI factory networks, helping control network complexity, power consumption and cost as connection scale grows.

    Why we recommend it: The article explains the motivation behind two leading vendors jointly defining a new package form factor, helping assess the evolution of optical module formats for AI networks

Oct 12Mon
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI55

    DSBJ passes Hong Kong Stock Exchange listing hearing, with PCB, optical chips and optical modules covering AI servers

    Suzhou Dongshan Precision Manufacturing has passed its listing hearing at the Hong Kong Stock Exchange. CIC says it is the world's only supplier with capabilities in PCBs, optical chips and optical modules at the same time. These products together account for about 9% to 14% of AI server material costs, and the company is expanding in optical interconnects through Source Photonics in optical modules.

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 industry53

    China Telecom's 2026 100G ROADM Expansion Tender: Huawei, ZTE, and 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.

  3. 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
  1. 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 article explains that silicon photonic devices now have a dedicated reliability certification standard for the first time, helping understand the threshold for silicon photonics entering large-scale AI network deployment

  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. OFweek Laser Network · NewsOptics industryOptics and AI53

    Lumentum Capacity Under Strain: What Businesses Beyond EML and CW Lasers Drive Its Strength

    An article by Haitun Jun continues the breakdown of Lumentum: EML secures the core profit base of pluggable optical transceivers, while high-power discrete lasers, UHP CW, bet on next-generation CPO/NPO architectures. With supply and demand severely mismatched for high-end laser chips, leading manufacturers with in-house capacity simultaneously benefit from price increases, long-term orders and rising gross margins.

  2. Laser Focus WorldOptics industryOptics and AI61

    From Pixels to Optical Links: MicroLED Shifts to Co-Packaged Optics

    A Laser Focus World article analyzes the surge in industry interest in MicroLED co-packaged optics (CPO) solutions, reflecting their multiple advantages, although technical challenges remain to be resolved.

    Why we recommend it: The article reviews the advantages and challenges of MicroLED shifting from displays to optical interconnects, helping assess the maturity of this CPO route

  3. 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

Oct 7Wed
Oct 6Tue
Sep 30Wed
  1. OFweek Optics Network · NewsOptics industryOptics and AI56

    Yutong Optics array-molded C-Lens reaches monthly deliveries in the tens of millions

    Yutong Optics disclosed on September 30 that it has introduced glass aspherical array molding technology into C-Lens manufacturing, completing the path from process validation to monthly output in the tens of millions and entering scaled scheduling and shipment. The company operates more than 600 sets of precision molding automation equipment and over 30 imported automatic coating machines, with a stable first-pass yield above 85 percent. Its products have been recognized by leading optical module customers.

  2. OFweek Optics Network · NewsOptics industry49

    Lithium niobate optical device maker Shiweitong files for STAR Market IPO: 58 percent gross margin struggles to drive growth

    Beijing Shiweitong's STAR Market IPO entered the inquiry stage on July 22, 2026, with plans to raise 793 million yuan, sponsored by CITIC Securities. The company has an overall gross margin of 58 percent and has ranked first in domestic market share for multifunctional lithium niobate optical devices for several consecutive years, but its revenue growth remains sluggish.

  3. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    AT&T and Corning Sign Multiyear Fiber Optic Cable Supply Agreement Worth More Than $3 Billion

    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

Sep 29Tue
  1. C114 Communications Network · Optical CommunicationsOptics industry56

    How Far Has 50G-PON Come?

    The Ministry of Industry and Information Technology's 15th Five-Year Plan for the Information and Communications Industry sets a target of 1 million 50G-PON ports in China by 2030, compared with about 20,000 in 2025, a 50-fold gap. This is the first time 50G-PON has been included as a quantified target in a national five-year plan, and the article reviews its commercialization progress and obstacles.

Sep 28Mon
  1. C114 Communications Network · Optical CommunicationsOptics industry53

    China Telecom Industrial PON Technology Wins ECOC 2026 Optical Access Innovation Award

    China Telecom's original industrial PON technology has won the Optical Access Innovation Award at ECOC 2026, the European Conference on Optical Communication. Designed for industrial intelligent scenarios, the technology uses all-optical networks to support the integration of sensing, decision-making and control in production.

  2. OFweek Laser Network · NewsOptics industryOptics and AI53

    From Optical Interconnect Veteran to All-Round Enabler, What Makes Lumentum Special?

    An article by Dolphin Research breaks down Lumentum: its share price has risen nearly tenfold in one year, its market value exceeds 70 billion US dollars, and Nvidia invested 2 billion US dollars for a stake in March 2026. The article argues that no matter how optical module form factors change, the position of high-value, barrier-protected optical engines remains solid.

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.

  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI63

    Hengtong Optic-Electric Plans to Raise CNY 6.636 Billion for Next-Generation Optical Fiber and AI Optical Interconnect

    Hengtong Optic-Electric has released a private placement plan to raise up to CNY 6.636 billion for next-generation optical fiber R&D and production, construction of high-end optical new materials in Inner Mongolia, and advanced AI optical interconnect projects. The issuance will target no more than 35 investors.

    Why we recommend it: The original article lists the investment directions, helping to understand the optical fiber leader's spending on AI optical interconnect

Sep 25Fri
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI56

    Photon Bridge CCO: Tackling Mass-Production Bottlenecks for External Light Sources in AI Optical Interconnects

    In an exclusive interview with C114, Photon Bridge's Chief Commercial Officer discusses the interconnect bandwidth pressure created by expanding AI compute clusters and the role of integrated photonics in breaking through optical module power and density limits, with a focus on the mass-production challenges of external light sources (ELS) and the Dutch integrated photonics ecosystem.