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 light 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.
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.
Oct 13Tue
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C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score7171
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
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OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565
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
Sep 28Mon
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OFweek Optics Network · NewsOptics industryOptics and AIAI score5959
The article argues that 2026 is the first year of optical waveguide mass production, with multiple production capacities of one million units coming online, but capacity expansion does not equal stable mass production. The core barrier has shifted from whether it can be done to whether it can be done consistently at high yield. The three major bottlenecks in materials, processes and inspection are interlinked, requiring end-to-end system capabilities.
During CIOE 2026, Xiong Guanhao, Senior Director of Strategy and Marketing at Sunny Optics, said AI is moving from the cloud into the physical world, while optics is evolving from an imaging tool into a gateway through which AI acquires information, understands the world and transmits data.
Hongshi Intelligence has formed a strategic partnership with Cao Liangcai's team in Tsinghua University's Department of Precision Instruments to tackle the narrowing of light emission angles and optical energy losses in MicroLED microdisplay light sources, supporting lightweight optical engines for AI glasses.
Robot vision solutions company Lianhe Imaging has completed a financing round worth several hundred million yuan, with investors including Dunhong Capital, and annual revenue of about 2 billion yuan.
Guangna Siwei has completed a Series A round of nearly 200 million yuan, with investment from Guangzhou Industrial Investment, Guangzhou Financial Holdings and others, to develop full-color optical waveguides.