Technical and industry progress in silicon photonic chips and co-packaged optics (CPO) for AI data centers.
Haite New Light reported H1 revenue of RMB 321 million, up 20.69% year on year, and net profit attributable to shareholders of RMB 76.3 million, with its optics business targeting AI optical interconnect.
Dongtian Optics posted first-half revenue of 502 million yuan, up 33.36% year on year, with net profit attributable to shareholders of 86.9591 million yuan.
Cignal AI has raised its forecast for the optical circuit switch market, projecting that it could exceed $8 billion by 2030.
Focuslight Technologies reported slightly higher revenue but a widened loss of 67.23 million yuan in its 2026 interim results, while disclosing a private placement plan to raise up to 1 billion yuan.
LightCounting says AI demand remains strong as more suppliers enter the optical module market.
Nokia is stepping up its optical interconnect business amid the AI supercycle.
Coherent said it would benefit if U.S. restrictions on Chinese optical modules take effect, and that customers have already proactively reached out.
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.
Focuslight posted first-half revenue of CNY 419 million, with orders in some business lines rising sharply.
LightCounting analyzes the three major hurdles facing large-scale CPO/NPO deployment.
YOFC says it remains committed to long-termism and is embracing the AI-driven supercycle in the fiber optic industry.
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
Zhongji Innolight says annual price declines are standard industry practice for optical modules and that the current pricing system is healthy.
On July 23, Robotechnik's German subsidiary ficonTEC signed an equipment contract worth about 129 million yuan with a subsidiary of a company listed on the New York Stock Exchange.
The article examines how industry chain collaboration can move OCS from viable technology to large-scale deployment.
JONHON has introduced the ELSFP external light source optical connector designed for CPO/NPO architectures, consisting of host-side and module-side connectors.
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
Hengtong says AI is reshaping the logic of the optical communications industry, and the company is pursuing growth around connectivity plus computing.
China Unicom's Hu Yakun discusses optical interconnect technologies and practical applications for intelligent computing centers.
Alibaba Cloud's Wang Peng outlines the evolution of OCS technology for AI clusters and its application outlook.