optical interconnect

Lumentum Says Some Optical Capacity Is Sold Out Through Early 2029 as AI Demand Outruns Supply
MarketWatch

Lumentum Says Some Optical Capacity Is Sold Out Through Early 2029 as AI Demand Outruns Supply

October 10, 2026
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Tower Semiconductor Plans $4 Billion-Plus Japan Expansion for AI Silicon Photonics and SiGe
MarketWatch

Tower Semiconductor Plans $4 Billion-Plus Japan Expansion for AI Silicon Photonics and SiGe

September 28, 2026
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Soitec Sees Photonics-SOI Revenue More Than Doubling Above $200 Million as AI Wafer Demand Surges
MarketWatch

Soitec Sees Photonics-SOI Revenue More Than Doubling Above $200 Million as AI Wafer Demand Surges

September 2, 2026
0

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