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.
optics.org (SPIE Industry News)Optics industryOptics and AIAI score4949
The 32nd VISION machine vision trade show, organized by Messe Stuttgart, took place in Stuttgart last week, attracting more than 9,000 professional visitors, up 14% from 2024. The event drew a record number of exhibitors and presented the VISION Start-Up Award.
Kunyou Optoelectronics announced the completion of a C+ round exceeding 1 billion yuan, with investors undisclosed. The company's 12-inch wafer-level optics production line in Lingang, Shanghai, built with an investment of 2 billion yuan, is expected to be completed and come online in 2027, targeting 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 400 million yuan in April.
Why we recommend it: The article lists three funding rounds this year and progress on the 12-inch wafer-level optics line, helping understand capital and capacity deployment in wafer-level optics
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C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score5656
C114 Insight notes that at CIOE 2026, optical module makers are competing on 1.6T, 3.2T and 6.4T speeds, while test and measurement is another crowded arena. Lianxun Instruments, which listed on the STAR Market this April, saw its shares reach a high of 2777.77 yuan within three months of its debut, making it the most expensive stock on the A-share market. The company supplies test equipment for optical modules and CPO optical engines.
The Optoelectronics Center of the Anhui Institute of Optics and Fine Mechanics published a paper in Analytical Chemistry describing CrisprDEM, a digital hydrogel fluorescence-enhanced microsphere detection system based on CRISPR/Cas12a that enables amplification-free relative quantification of nucleic acids. The system uses hydrogel microspheres to enrich fluorescent reporter molecules, boosting the fluorescence signal by a factor of about 1,000. A microfluidic chip then spreads the microspheres into a monolayer for imaging, and a K-means algorithm distinguishes positive from negative microspheres, with the proportion of positive microspheres used for quantification.
The investment platform of the Hangzhou Institute of Optics and Fine Mechanics has completed an angel-round investment in Xishi Technology. The funds will be used to expand production capacity for high-precision film thickness measurement instruments, upgrade next-generation optical algorithms, and develop the market. Xishi Technology's film thickness gauge product line covers benchtop, vacuum, handheld, line-scan, and OEM modules, with a measurement range from 1 nm to 1 mm and support for both single-layer and multilayer film measurement. Its optical structure and optomechanical system are 100% domestically sourced, and its light source utilization rate is five times that of comparable imported equipment.
Suda Weige announced the successful delivery of an independently developed large direct-write lithography system for lithographic manufacturing of materials used in photonic chips, optical communications and optical chips. The system supports real-time 3D navigation autofocus on large-area substrates, proximity effect compensation during exposure and other functions. Several more large lithography system contracts are awaiting delivery. The company also plans to transfer 100% of Huarisheng for 550 million yuan, concentrating resources on micro- and nano-optics equipment and materials.
Why we recommend it: The equipment delivery and the planned exit from the reflective materials business together show a path of concentrating resources in micro- and nano-manufacturing, useful for understanding Suda Weige's technology portfolio and commercialization direction.