GigaDevice Launches New MCU for Optical Modules
GigaDevice introduced a new MCU designed for optical modules during CIOE, targeting the high-speed optical interconnect market.
Demand and capacity shifts driven by high-speed optical modules, optical engines, and AI compute clusters.
GigaDevice introduced a new MCU designed for optical modules during CIOE, targeting the high-speed optical interconnect market.
Nazet Technology is offering about 172 million shares globally at a maximum offer price of HK$32.96, raising about HK$5.445 billion, with listing on September 22.
Eoptolink said at its interim results briefing that 1.6T and 800G are the main products this year, with NPO products expected to ship in volume in 2027.
CITIC Securities' Ding Qi analyzed the restructuring of optical interconnect demand and product cycles at the AI + New Optical Fiber Applications Forum.
CAICT's Ao Li said new optical fiber technologies will drive upgrades in AI computing network capabilities.
SICC made its first appearance at CIOE, presenting multi-material wafer manufacturing solutions for SiPh, SiGe, VCSEL and more.
Nations Technologies presented two security MCU solutions for high-speed AI optical modules at CIOE.
Alibaba Cloud experts said its in-house 400G, 800G and 1.6T silicon photonics chips have entered volume deployment.
Hengtong Optic-Electric exhibited AI compute optical fiber and scenario-based solutions at CIOE China International Optoelectronic Exposition.
The Hangzhou Institute of Optics and Machinery will exhibit at CIOE 2026 with its incubated companies from September 9 to 11.
C114 observed that optical fiber makers including YOFC, Hengtong, ZTT and FiberHome became a focus at CIOE.
LightCounting's Cao Li said Scale-Across is reshaping data center interconnect demand in the AI era.
CIOE opened in Shenzhen on September 9, drawing more than 4,000 optoelectronics companies from around the world under the theme 'Light + AI.'
C114 examines how the optical interconnect supply chain ensures reliable delivery in the AI supernode era.
Credo reported revenue of $479 million in FY2027 Q1, up 114.7% year on year, with a non-GAAP net margin of 49.3%; the optics business is the next focal point.
C114 previews CIOE: an RMB 7.1 billion order has landed, and brokerage research reports are upbeat on optical communications.
Goldman Sachs' latest research report says Zhongji Innolight holds clear first-mover and scale advantages, setting a 12-month target price of 2,645 yuan.
C114 profiles the leading manufacturers and competitive landscape in the thin-film lithium niobate modulator market during the first year of mass production.
Optical transceiver maker Starman Optical has signed a $285 million merger agreement with GoPro, which will remain listed and repay $92 million in debt.
C114 analyzes the upstream bottlenecks in optical chips, materials and other areas behind the surge in optical interconnect performance.