Optical Network Insight

TrendForce forecasts combined monthly capacity for EML and CW-DFB laser diodes doubling to 50.7 million units in 2026 as AI data centers push...

AI infrastructure spending is driving synchronized growth from substrates through systems.

• Substrates (AXT): Indium phosphide backlog exceeded...

NOC study finds >75% of faults on island cables occur within 300 km of coastlines, driven mainly by human activity in nearshore zones.

• Analysis of...

Subsea Cable Policy Shifts

• 🔥 FCC Proposes Licensing for Submarine Line Terminal Equipment: Draft rules would require licenses for operators of...

The FCC's draft rules pursue dual goals: waiving Team Telecom reviews for incident-free operators meeting national security standards, while...

TDK's FS3303 delivers 3 A at up to 95% efficiency from a 2.5 mm × 2.5 mm × 1.2 mm footprint using 3D chip-embedded packaging, directly addressing...

High-density builds face mounting friction in Tier-1 and Tier-2 workflows.

• Ultra-high fiber counts across racks, clusters, and DCI links compound...

Ayar Labs has joined the NVIDIA NVLink Fusion ecosystem, making its CPO solutions optically and electrically compatible with NVIDIA technologies to...

Credo projects over $600M in optical revenue for FY27, with ZeroFlap optics, silicon photonics PICs, and DSPs each exceeding $100M to fuel 80%+ YoY...

Photonics for AI-Era Computing

• Photonics as Foundational Scaling Layer: Photonics addresses system-level limits in AI clusters by enabling...

Component-level breakthroughs are quietly unlocking photonics as the new scaling layer for AI systems.

• TDK's FS3303 micro POL packs 3 A delivery...

AI infrastructure spending is translating directly into stock momentum for optical vendors.

• Marvell shares rose over 27% after Nvidia's CEO...

Firmus and SUBCO's Bernacchi-1 subsea cable will add over 60 Tbps of capacity to Tasmania on day one—more than all existing Bass Strait cables...

Ciena reports Q2 results June 4 with Networking Platforms revenue expected at $1.195B, up sharply from $866M YoY.

• Waveserver and RLS each grew over...

Vendor Optical Expansions

• 🔥 Lumentum EML and CPO Momentum: Lumentum reported record EML shipments with 200G revenues more than doubling...

Lumentum posted record EML shipments with laser chip volumes doubling year-over-year, fueled by 100G/200G adoption, while its CPO laser chip ramp...

UK telecoms minister Liz Lloyd proposed replacing 140-year-old laws with tougher fines and prison terms for reckless or intentional subsea cable...

Lambda's collaboration with NVIDIA targets production deployment of co-packaged optics in AI superclusters, directly addressing power and resilience...

Credo’s DustPhotonics acquisition builds a vertically integrated stack spanning SerDes, DSPs, and silicon photonics for 400G–1.6T optical engines.

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AI Optics Vendor Momentum

• 🔥 Lumentum Record Results: Lumentum reported $808.4 million revenue (up 90.1% YoY) from transceiver and laser demand,...