Excelitas to Consolidate Four U.S. Luxium Brands
Excelitas subsidiary Luxium Solutions, acquired by Excelitas in October 2025, will carry out legal entity changes for four entities and consolidate four U.S. Luxium brands starting in January 2027.
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Items 21–40 of 212Photonics.comOptics industryAI score2929 LightwaveOptics industryAI score2626 Armstrong lays out gradual upgrade path for coax and fiber broadband
Armstrong is transitioning to DOCSIS 4.0 using Harmonic's virtualized broadband technology and cOS platform, while expanding PON-based FTTH services.
C114 Communications Network · Optical CommunicationsOptics industryAI score5151 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.
C114 Communications Network · Optical CommunicationsOptics industryAI score5151 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.
C114 Communications Network · Optical CommunicationsOptics industryAI score5353 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.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565 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
OFweek Optics Network · NewsOptics industryAI score5151 Optics Giant SCHOTT Changes Leadership: Stefan Brandl Takes Over as CEO in November
SCHOTT announced that CEO Torsten Derr will step down on October 31 for family reasons, with Stefan Brandl taking over on November 1. The article notes that the handover comes as SCHOTT faces performance pressure and a strategic transformation window.
Photonics.comOptics industryAI score2626 LightPath Appoints Vice President and General Manager of G5 Infrared
LightPath Technologies has appointed Scott Payette as corporate vice president and general manager of its subsidiary G5 Infrared. Payette brings more than 30 years of experience in photonics and optical systems.
Photonics.comOptics industryAI score4646 Photonics.com Week in Brief: PHIX Opens Photonic Chip Packaging Cleanroom in Montana
PHIX Photonics Assembly, a photonic integrated circuit design, assembly and packaging service provider, has opened a cleanroom and office in Bozeman, Montana, bringing engineering support and production capabilities to the area.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6767 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
LightwaveOptics industryOptics and AIAI score5353 Ethernet Optical Transceiver Market Forecast to Grow 120% in 2026
Lightwave reports a market forecast that the Ethernet optical transceiver market will grow 120% in 2026, driven by AI data center construction.
LightwaveOptics industryAI score2121 Greenlight Networks Advances Fiber Expansion in New Jersey
Lightwave broadband buildout roundup: Greenlight Networks is advancing fiber expansion in New Jersey, while Comcast, GoNetspeed, Optimum, Shentel, Spectrum and TDS Telecom are also expanding their networks.
OFweek Optics Network · NewsOptics industryAI score4949 Zhongteng Huasheng Ultra-Precision Optical Thin Film Project Enters Trial Production, Planned Annual Output of 1 Million Pieces
The industrialization project for ultra-precision high-performance optical thin films by Huzhou Zhongteng Huasheng Optoelectronics has completed renovation in Shuanglin Town and entered trial production. At full capacity it can produce 1 million optical thin films per year, with projected annual sales revenue exceeding 40 million yuan.
OFweek Optics Network · NewsOptics industryAI score5656 O-Film Exclusively Supplies Main Cameras and 200-Megapixel Periscope Telephoto Modules for Huawei Pura 90 Pro Series
According to reports, O-Film is the core optical supplier for the Huawei Pura 90 Pro and Pro Max, exclusively supplying the main camera and 200-megapixel periscope telephoto modules for both models. The Pro Max's external telephoto system is also supplied by O-Film, which has invested in dedicated equipment and restarted process validation for the project.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6565 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
Photonics.comOptics industryAI score3333 TPL Vision Acquires Drew Lear Technology Intellectual Property
Machine vision LED lighting maker TPL Vision has acquired the intellectual property of Drew Lear Technology's DRX and DLX product platforms.
LightwaveOptics industryAI score3939 AI Demand and Memory Costs Drive 92% Rise in Q2 Data Center Capex
Lightwave reports that data center capital expenditure rose 92% year over year in the second quarter, driven by AI demand and rising memory costs.
Optica News CenterOptics industryOptics and AIAI score4141 Hamamatsu and MEETOPTICS Partner to Integrate Scientific AI Chat
Hamamatsu Photonics and MEETOPTICS have announced a partnership to exclusively integrate MEETOPTICS' scientific AI chat tool into Hamamatsu's product portfolio, helping users find photonic devices.
LightwaveOptics industryAI score3939 Zhone Acquires Tellabs Access to Deepen Optical LAN Capabilities
Zhone Technologies has acquired Tellabs Access, deepening its optical LAN capabilities and expanding into government, education, healthcare, transportation and enterprise network markets.
AuganixOptics industryOptics and AIAI score5555 Cellid Partners with Japanese Eyewear Retailer Megane Top to Commercialize AR Glasses
AR glasses display developer Cellid has partnered with Japanese eyewear retailer Megane Top to jointly develop and sell AR glasses.