Applied Optoelectronics, Inc. could benefit from AI data center scale-out and 400G/800G/1.6T demand. Click here to read my ...

Based on TrendForce’s projection that nearly 4 million Google TPUs will be shipped in 2026, demand for 800G-plus optical modules is expected to exceed 6 million units ...

Applied Optoelectronics delivers fiber-optic networking hardware and optical modules to data centers and telecom clients worldwide.

AI datacenter 1.6T optical transceivers, vertical integration edge, valuation risks, and key upside catalysts—read now.

Former SpaceX engineers raise $50M for Mesh Optical Technologies to manufacture data center optical transceivers in the US, targeting $10.5B market by 2033.

Chipmakers like Nvidia (NASDAQ:NVDA) were the early winners in the artificial intelligence (AI) boom, as companies scrambled ...

SAXONBURG, Pa., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, proudly ...

Three former SpaceX engineers have raised $50 million in a Series A funding round for their startup, Mesh Optical Technologies, aimed at improving data center links.

With ~14% CAGR through 2031, the compound semiconductor materials are steadily becoming core to power electronics, photonics, and AI infrastructure.

Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its ...

LITE's surging OCS backlog and rising CPO orders signal accelerating AI-driven growth, strengthening margins and its edge in ...

The laser module is one of the least reliable components in such a system. For that reason, it remains in a convenient pluggable form, enabling easy and inexpensive replacement. If designers were to ...