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, Inc. could benefit from AI data center scale-out and 400G/800G/1.6T demand. Click here to read my ...
Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its ...
Taara has launched a potentially game-changing new wireless optical platform that significantly shrinks and simplifies the network architecture.
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 ...
AXT sees an increasing demand for its substrates for data center build-outs. Click here to read more about AXTI stock and why ...
The report says that despite short-term pricing pressure in certain segments, electrification, AI infrastructure expansion, ...
Despite a revenue dip, AXT Inc (AXTI) focuses on expanding indium phosphide capacity and securing long-term customer agreements to drive future growth.
The report says that despite short-term pricing pressure in certain segments, electrification, AI infrastructure expansion, ...
Modern Engineering Marvels on MSN
Sam Altman calls Musk’s space data centers “ridiculous.” Here’s what’s real instead
Over half the global population is within 120 miles of the seashore a geography fact that has silently been informing some of ...
The compound semiconductor substrate and open epiwafer markets are projected to reach almost $5.2 billion in total by 2031, growing at around 14% CAGR. Automotive electrification drives SiC substrates ...
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