Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out in two phases by Fanke Technology (Taizhou), with total investment of about RMB 550 million. Phase one, at about RMB 150 million, plans to complete an innovation center and pilot production line by 2027. Phase two, at about RMB 400 million, targets annual output of 100 tonnes of high-purity silicon carbide optical material by 2028. Aimed at AI glasses and AR terminals, the project covers the full chain from optical materials and etching processes to optical devices.
Why we recommend it: The source gives the investment figures for both phases, production line timelines and a target of 100 tonnes of silicon carbide optical material per year, useful for gauging the pace of silicon carbide waveguide industrialization.
Oct 15Thu
Thursday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6767
Shanghai Xihe Technology has released the registration version of its STAR Market IPO prospectus, describing itself as one of the world's major suppliers of silicon photonic integrated chips. Its customers include leading optical module makers and cloud service providers, and its products are already shipping at scale into AI clusters and hyperscale data centers. According to estimates by optical module makers, at the same speed and distance, silicon photonic solutions can reduce total cost by nearly 20% and cut the volume of components within a module by nearly 30%.
Why we recommend it: The source provides cost and volume data for silicon photonics versus discrete components, helping to understand the domestic supply chain for AI data center optical interconnects.
Oct 14Wed
Wednesday
Photonics.comOptics industryOptics and AIPicksAI score6161
Salience Labs, which develops photonic chips for AI data center interconnects, has closed an oversubscribed USD 125 million Series B round. The company previously demonstrated a 64-port all-optical silicon photonic circuit switch at ECOC 2026.
Why we recommend it: The source article links the funding to the 64-port all-optical switch demonstration at ECOC, helping assess the commercial progress of silicon photonic optical switching
optics.org (SPIE Industry News)Optics industryOptics and AIPicksAI score6161
UK-based silicon photonics company Salience Labs has closed a USD 125 million Series B round to expand development of optical circuit switch (OCS) technology and ease network bottlenecks in AI data centers.
Why we recommend it: The source article highlights the positioning of optical circuit switching against AI data center bottlenecks, helping understand capital enthusiasm for silicon photonic switching
Oct 9Fri
Friday
Electro OpticsOptics industryOptics and AIPicksAI score6969
JEDEC has released the JESD264 standard, setting new certification and reliability requirements for the emerging silicon photonics market. It is the first reliability standard for silicon photonics in AI networks.
Why we recommend it: The article explains that silicon photonic devices now have a dedicated reliability certification standard for the first time, helping understand the threshold for silicon photonics entering large-scale AI network deployment
Oct 8Thu
Thursday
Laser Focus WorldOptics industryOptics and AIPicksAI score6161
A Laser Focus World article analyzes the surge in industry interest in MicroLED co-packaged optics (CPO) solutions, reflecting their multiple advantages, although technical challenges remain to be resolved.
Why we recommend it: The article reviews the advantages and challenges of MicroLED shifting from displays to optical interconnects, helping assess the maturity of this CPO route
Sep 23Wed
Wednesday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6161
On September 17, Largan Precision spent CNY 1.172 billion to acquire about 2,259 ping of land and 3,695 ping of buildings in Nantun, Taichung. This was its seventh real estate transaction since late June, bringing the total to CNY 8.078 billion. Chairman Lin Enping confirmed in July that the company had received its first fiber array order from a customer, with the land purchases paving the way for mass production in 2027.
Why we recommend it: The original article gives the pace and value of the land purchases, showing the scale of the smartphone lens leader's bet on CPO fiber arrays
Sep 21Mon
Monday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565
Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, making AI + optics a core focus, with Huawei pledging priority support in computing resources and AI teams. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.
Why we recommend it: The source text places the industry-academia partnership alongside the NPO superpod, showing Huawei's overall strategy in optical interconnects and AI optics
Sep 20Sun
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C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6161
The 27th CIOE drew nearly 190,000 visits over three days, up 32% year on year. NPO (near-package optics) products from major domestic optical module makers made a concentrated appearance. NPO moves the optical engine from the switch front panel to near the ASIC package without soldering it to the switch chip, balancing power consumption and serviceability.
Teams led by Wang Binhao and Zhang Wenfu at the Xi'an Institute of Optics and Precision Mechanics have made a series of advances in silicon-based photonic interconnect chips.