Category: Electronics
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AI infrastructure is pulling optical links closer to compute silicon. That shift is changing decisions around materials, packaging, thermal management, manufacturing, and test.
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AOI doubled 800G volumes while expanding optical transceiver manufacturing capacity. Second-quarter revenue reached $191.9 million, with monthly 800G and 1.6T capacity targeted to reach about 650,000 units by year-end.
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Aeva is extending lidar photonics into AI data centre connectivity. A customer development programme targets initial near-packaged-optics deployment during the second half of 2027.
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Global semiconductor sales accelerated sharply during the second quarter again. Revenue reached $403.3 billion, while European June sales increased 75.2% year on year.
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IonQ will install commercial quantum memory within an operational network. The Chattanooga programme will test storage hardware against the practical constraints of live fibre infrastructure.
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Vishay’s order intake strengthened across semiconductor and passive component markets. Backlog reached 6.1 months as bookings exceeded shipments across most product groups.
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Tower’s silicon-photonics revenue run rate reached $680 million last quarter. Capacity reservations and volume shipments are supporting a rapid foundry expansion aimed at AI interconnects.
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GlobalFoundries is expanding silicon-photonics and power-delivery capabilities for AI infrastructure. Its quarterly update combines stronger optical demand, an integrated-voltage-regulator acquisition, and proposed US funding for advanced photonics.
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ams OSRAM has advanced microLED light engines towards mass production. The programme targets augmented-reality displays while broadening the company’s digital-photonics manufacturing strategy.
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The British Army has trialled private 5G across armoured platforms. Several live video feeds were distributed between vehicles during a dispersed command post experiment on Salisbury Plain.