Technical and industry progress in silicon photonic chips and co-packaged optics (CPO) for AI data centers.
SICC said it is working with leading optics customers to deliver products in micro- and nano-optics, but optical-grade silicon carbide remains in the early stage of demand release, making the timing of meaningful revenue hard to predict.
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.
Hengtong's Zhang Jianfeng discussed full-chain independent innovation during CIOE, serving optical fiber and cable demand in the AI era.
SICC made its first appearance at CIOE, presenting multi-material wafer manufacturing solutions for SiPh, SiGe, VCSEL and more.
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.
C114 explains the principles and industry landscape of optical circuit switches (OCS) and why they became a highlight of CIOE.
CIOE opened in Shenzhen on September 9, drawing more than 4,000 optoelectronics companies from around the world under the theme 'Light + AI.'
Guangyin Technology has released an 8x8 nanosecond-class optical circuit switch, moving optical switching closer to the compute side.
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.
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.
C114 analyzes the upstream bottlenecks in optical chips, materials and other areas behind the surge in optical interconnect performance.
Xin Guang Jie has completed an Angel+ financing round worth several hundred million yuan.
C114 breaks down the record-breaking half-year reports of Eoptolink, InnoLight and T&S Communications.
HGTECH's optical interconnect business generated revenue of CNY 3.803 billion in the first half of 2026.
Surging demand for optical interconnect test products drove Lianxun Instruments' first-half net profit up 903% year over year.
Innolight said NPO could see its first shipments in 2027, and the share of overseas production capacity will increase.
Accelink reported H1 revenue of RMB 297 million, with sampling tests of single-lane 100G/200G electrical chips proceeding well.