Data Center Buildout Drives Surge in EML Demand
EML demand is tied to the optical communications speed upgrade cycle, with a concentrated surge in data center interconnects.
Optical Modules
All topicsDemand and capacity shifts driven by high-speed optical modules, optical engines, and AI compute clusters.
117 items UpdatesRelated topicsSilicon Photonics and CPOLumentum
Latest updates
Items 81–100 of 117OFweek Laser Network · NewsOptics industryAI score4444
C114 Communications Network · Optical CommunicationsOptics industryAI score4747 Coherent: We Would Benefit if Optical Module Restrictions Take Effect
Coherent said it would benefit if U.S. restrictions on Chinese optical modules take effect, and that customers have already proactively reached out.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4949 Lumentum: NPO Is Incremental, CPO Is the End Game
Lumentum said NPO represents an incremental market, while CPO is the ultimate form.
OFweek Optics Network · NewsOptics industryAI score1919 O-Film Refutes 'Asset Stripping' Allegation, Files Police Report
O-Film has denied and reported to police an article alleging that its actual controller stripped assets from the listed company.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 Analysis of Why Carrier Optical Cable Tenders Keep Failing
C114 analyzes the reasons why carrier optical cable procurement tenders have repeatedly failed.
OFweek Laser Network · NewsOptics industryOptics and AIAI score5454 Duogen Hexin Begins Volume Production of CWDM4 100mW High-Power DFB Chips
Duogen Hexin has begun large-scale volume production of CWDM4 100mW high-power CW DFB chips and COC devices for 400G/800G/1.6T data centers.
OFweek Optics Network · NewsOptics industryAI score1414 O-Film Clarifies 'Asset Stripping' Rumors
O-Film issued a clarification announcement on August 9, denying any transfer of benefits to parties related to its actual controller.
C114 Communications Network · Optical CommunicationsOptics industryAI score4747 AOI Continues to Expand 800G and 1.6T Optical Module Capacity
AOI says demand remains strong and it will continue to expand capacity for 800G and 1.6T optical modules.
OFweek Laser Network · NewsOptics industryAI score3434 Focuslight Reports First-Half Revenue of CNY 419 Million
Focuslight posted first-half revenue of CNY 419 million, with orders in some business lines rising sharply.
OFweek Optics Network · NewsOptics industryAI score99 O-Film Draws Attention After Whistleblower Report
An investor has reported allegations that O-Film's de facto controller drained the listed company.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4747 LightCounting: Three Hurdles to Large-Scale CPO/NPO Deployment
LightCounting analyzes the three major hurdles facing large-scale CPO/NPO deployment.
OFweek Optics Network · NewsOptics industryAI score4444 O-Film Takes Control of Zhongke Daojing to Expand into Optical Communications
O-Film acquired a 51% stake in Hefei Zhongke Daojing through a transfer of existing shares and a capital increase.
OFweek Optics Network · NewsOptics industryAI score2929 Dongtian Micro Sets Up Subsidiary in Wuxi for Semiconductor Optical Precision Processing
On August 3, Dongtian Micro used its own funds to establish a wholly owned subsidiary in Wuxi, focusing on semiconductor optical precision processing.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 YOFC Embraces the AI-Driven Fiber Optic Supercycle
YOFC says it remains committed to long-termism and is embracing the AI-driven supercycle in the fiber optic industry.
C114 Communications Network · Optical CommunicationsOptics industryAI score5757 US FCC Plans to Ban Imports of Optical Modules Made in China
The US FCC plans to prohibit imports of optical modules manufactured in China.
C114 Communications Network · Optical CommunicationsOptics industryAI score4545 Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable
Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.
C114 Communications Network · Optical CommunicationsOptics industryAI score4545 Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable
Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4747 LightCounting: Ethernet Optical Module Market to Grow 73% in 2026
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
C114 Communications Network · Optical CommunicationsOptics industryAI score3737 Luxshare Precision Terminates Acquisition of Futong Jiashan Optical Fiber Assets
Luxshare Precision has announced the termination of its acquisition of Futong Jiashan optical fiber assets.
C114 Communications Network · Optical CommunicationsOptics industryAI score2929 Sixth China Forum on High-Quality Development of Optical Communications Held
The sixth China Forum on High-Quality Development of Optical Communications has been held.