As parameter counts in generative AI models expand exponentially, single-GPU configurations can no longer meet processing demands. While clustered computing has become industry standard, it introduces severe physical limits: the Bandwidth Wall and the Power Wall. In modern AI server architectures—specifically within chip-to-chip (Die-to-Die) and board-to-board Scale-Up expansion topologies—traditional copper interconnects are rapidly hitting physical ceilings. Signal attenuation, elevated latency, and unsustainable power dissipation have sparked a clear cons...

Researchers based in China have reported 34% enhanced external quantum efficiency (EQE) of a 5μm gallium nitride (GaN) blue light-emitting diode (LED) from a neutral reactive nitrogen/hydrogen (N/H) treatment [Kai Li et al, Appl. Phys. Lett., v129, p032103, 2026]. The team from University of Science and Technology of China, Suzhou Institute of Nano-tech and Nano-bionics, and Jiangsu Institute of Advanced Semiconductors, reports: “Treatment of neutral reactive N/H species effectively mitigates the surface Fermi-level pinning and reduces the defect...

Ennostar Inc. today held its earnings conference and announced its consolidated financial results for the second quarter of 2026. Consolidated revenue for the second quarter of 2026 totaled NT$6.32 billion, increasing by 20.6% quarter-over-quarter and 10.2% year-over-year. Net income attributable to parent company amounted to NT$1.25 billion, with a basic earnings per share of NT$1.69. Second-quarter results reflected improving market conditions as global demand continued to recover gradually. Customer inventory replenishment supported double-digit sequential revenue growth ac...

Ennostar today announced a breakthrough in Micro LED optical communications. The company’s R&D team has increased the single-channel -3 dB modulation bandwidth of its blue Micro LED to 2.1 GHz at a current density of 2 kA/cm². The sample further demonstrated a modulation bandwidth of up to 3.3 GHz at a current density of 5 kA/cm2. These results place Ennostar’s technology among the industry’s top-tier performance benchmarks and approaching the commercial specifications required for short-reach optical transmission using Micro LEDs. The...

ams OSRAM delivers Q2 at guidance high end and readies microLED arrays for next-generation AR smart glasses Key Performance Update Q2/26 Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin +13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn) EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m Digital P...

Full-color displays normally require separate red, green and blue light emitters. A team from the University of Osaka and Ritsumeikan University has demonstrated another approach: a single light-emitting layer that produces several colors when electrically powered at room temperature. The study was published in Applied Physics Letters. Micro-LED displays promise high brightness, energy efficiency and resolution. However, conventional green and red nitride LEDs can show changes in color as the current increases. Producing several colors also generally requires multiple...

Seoul Viosys, a global opto-semiconductor device company, announced that it is participating in K-Display 2026, held at COEX in Seoul from July 22 to 24, where it is showcasing next-generation opto-semiconductor technologies and has received the Honor Award. Seoul Viosys has established a joint booth with Seoul Semiconductor to present next-generation opto-semiconductor technologies for applications including MicroLED displays, data communications, automotive systems, and lighting. The exhibition illustrates how LEDs, once primarily used for lighting, are evolvi...

Tranzek redefines mobile DJ performance by connecting performers and audiences through a dual-sided transparent MicroLED display. It solves the disconnect often found in traditional DJ setups where visuals face only the DJ or only the audience. By visualizing music actions such as waveform control and effects commands on both sides, the system enhances communication and engagement. Integrated with a professional controller and a sturdy flight case, Tranzek is built for fast setup, easy transport, and clean staging. It transforms a standard DJ booth into an immersive, int...

Harnessing the power of digital light, ams OSRAM products and know-how are transforming mobility, communications, sensing and more. After Thomas Edison first commercialized the light bulb, electrically powered illumination transformed the lives of millions of ordinary people. It was perhaps the first mass-market revolution in photonics technology. Digital Photonics at a glance Digital Photonics is at the core of ams OSRAM's strategy, describing the combination of pixelated light emitters and sensors with digital interfaces turning them into intelligent systems. ...

India Semiconductor Mission: Momentum accelerates further as India advances into Compound Semiconductor based Mini/Micro LED Display Manufacturing The Union Cabinet chaired by the Prime Minister Shri Narendra Modi approved two more semiconductor projects under India Semiconductor Mission (ISM) which includes country’s first commercial Mini/Micro-LED display facility based on GaN (Gallium Nitride) Technology and a semiconductor packaging facility. The two approved proposals will set up semiconductor manufacturing facilities in Gujarat with ...

Next-generation screen technology, capable of making smartwatch, PC and other consumer electronics’ displays more affordable and durable, is being pioneered by a University of Sheffield spin-out company. A University of Sheffield spinout company has addressed a critical bottleneck in MicroLED manufacturing that could make consumer electronics with the high-end displays, such as smartwatches, laptops and mobile phones, more affordable. University of Sheffield spinout company Pixel-Flo has raised £5.25 million in funding to drive the development of its rev...

Sheffield: Pixel-Flo, a University of Sheffield spin-out addressing a critical bottleneck in MicroLED display manufacturing with its proprietary Continuous-Flo™ Mass Transfer technology, has raised £5.25 million in Seed funding. The round was led by Northern Gritstone with additional investment from SCVC, the Parkwalk Northern Universities Venture Fund, and German investment firm, HTGF. Pixel-Flo is developing the cost reduction breakthrough critically needed for MicroLED display manufacturing, through its highly scalable, cost-efficient ap...

The massive sums being spent on data center infrastructure reflect a surge in demand for AI, both to train frontier models, and to perform the inference operations which drive the outputs of agents such as ChatGPT and Claude. AI data centers are made up of networks of processors and memory devices. Today, the majority of the links which connect computing systems are made of copper wires, in the form of backplanes and cables. But now data centers are faced with the challenge of massively increasing network bandwidth both within and between servers. The traditional technical...

On June 30, South Korea’s apparel maker WONPUNG announced that it had signed a strategic memorandum of understanding (MoU) with Silicon Valley-based Sundiode to collaborate on next-generation hybrid bonding technologies for Micro LED displays. Headquartered in Silicon Valley, Sundiode has developed a 3D vertically stacked Micro LED architecture that stacks RGB sub-pixels vertically, eliminating the individual pixel transfer process required by conventional lateral layouts. The approach enables ultra-high-resolution full-color displays within an ex...

Sheffield-based firm Pixel-Flo, which is developing a scalable manufacturing process for microLED displays, has secured £5.25 million in seed funding from Northern Gritstone, SCVC, Parkwalk, and HTGF. Founded in 2023 by Rick Smith, Suneal Ghataora, and Simon Jones, Pixel-Flo develops manufacturing technology for microLED displays. The company is developing Continuous-Flo™, a manufacturing technology for assembling microLED displays. Instead of using traditional robotic "pick-and-place" methods to position each tiny LED ...

On July 3, BOE disclosed its latest investor relations update, outlining recent progress in optical interconnects, glass core substrates, perovskites, as well as its LCD and OLED businesses. Optical interconnect is one of BOE’s key strategic focus sector. The company said it plans to give full play to its long-standing expertise in display technologies, glass processing, and large-scale intelligent manufacturing to advance optical interconnect and glass-substrate co-packaged optics (CPO) technologies. To accelerate development, BOE has established dedic...

Beyond bendable and foldable displays, the era of stretchable displays, whose screens can expand freely like rubber, is now emerging. KAIST researchers have developed a core technology that allows text, images, and other on-screen information to retain their original shape even when the screen is stretched by up to 15%. The achievement is expected to help solve the problem of image distortion and accelerate the commercialization of next-generation high-quality stretchable displays. KAIST (President Choongsik Bae) announced on the July 8 that a research team led by Prof...

The German Federal Ministry of Education and Research (BMBF) has launched a new collaborative initiative to develop microLED microdisplays for AR applications. The microPRO project, as it is known, includes ALLOS Semiconductors, Fraunhofer IPMS, Jabil Optics, Mimetik, Maintastic, and SUSS MicroTec. The project aims to utilize Industry 4.0 processes and prove the manufacturability of GaN-on-Siliicon based microLED displays in Germany. It will utilize the silicon-compatible manufacturing processes of GlobalFoundries and X-FAB. T...

ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash. “With the successful closing of this transaction, a decisive step in strengthening our balance sheet has been achieved, while continuing to sharpen our strategic focus to build the global leader in Digital Photonics,” said Aldo Kamper, CEO of ams OSRAM. “The divestment allows us to further concentrate our resources on our core business and on our growth opportunities. Moreover, we are convinced that Infineon provides an attra...

As AI data centers continue to scale, power consumption and bandwidth bottlenecks in chip-to-chip interconnects are becoming increasingly difficult to address. Against this backdrop, Micro LED-based co-packaged optics (CPO) is emerging as a promising alternative. By replacing traditional high-speed serial architectures with a “wide-and-slow” parallel optical approach, the technology transmits data through hundreds of low-speed optical channels operating simultaneously. This architecture eliminates the need for several power-hungry components—including DS...

JBD, the brand name of Hue Inc. (the “Company”) and a global leader in MicroLED micro-display technology, today announced the launch of Roadrunner II, the latest product in its Roadrunner series. Built on the Company’s validated 2.5 μm pixel-pitch technology and mass-production platform, Roadrunner II is an SVGA polychrome MicroLED projector. As the latest achievement in the Roadrunner series’ pursuit of ultimate visual performance and compact form factor, Roadrunner II delivers a comprehensive upgrade in resolution, display quali...

Veeco Instruments Inc. (NASDAQ: VECO), a global leader in compound semiconductor process equipment, today announced the first commercial acceptance and qualification of its LUMINA+ metal organic chemical vapor deposition (MOCVD) system by Ennostar Corporation, a leader in optoelectronic semiconductors. The order sets a new benchmark for high-volume arsenide and phosphide (As/P) production. “We see LUMINA+ as a game-changer for the fast-growing As/P market,” said Anil Vijayendran, Vice President of MOCVD Product Line Manageme...

Recently, West Lake Yanshan Technology (Hangzhou) Co., Ltd. officially commenced production at what it claims is the world’s first 8-inch GaN-on-Silicon Micro LED IDM mass production line, located at its factory in Deqing, Zhejiang Province. The newly launched line adopts a full-chain IDM model, covering the entire manufacturing process from epitaxial material growth and chip fabrication to advanced packaging. The facility enables integrated closed-loop production from silicon-based GaN epitaxy to finished Micro LED devices. Unlike the conventi...

As per South Korean media outlet ETNews on May 27, Samsung Display (SDC) is building a pilot production facility for Micro LED smartwatch displays on a 5.5-generation Quarter Cut production line at its A2 campus in Asan, Chungcheongnam-do. An industry insider said the Micro LED process equipment includes transfer, bonding, inspection, and repair systems. Samsung Display had been evaluating equipment suppliers from late last year through early 2026, with the relevant tools expected to be installed within the year. After completing the pilot facility this yea...

On May 26, SmartSens Technology and UNISOC announced a strategic partnership to jointly advance high-speed Micro LED optical interconnect technology. The collaboration will focus on optical interconnect chip design and system-level solutions, targeting short-reach, high-speed connectivity for AI computing clusters with domestically developed solutions featuring high bandwidth, low power consumption, and high integration. Under the partnership, both sides will develop a next-generation Micro LED CPO optical interconnect solution. Built on SmartSens’ op...

U.S.-based AI infrastructure company Fabric. AI recently announced plans to demonstrate its flagship Micro LED optical interconnect platform by the end of 2026. Fabric.AI is developing a fabless semiconductor technology stack aimed at next-generation AI data centers. Its core product, Neural I/o™, is a Micro LED-based optical interconnect platform jointly developed with microdisplay company Kopin. The platform is designed to address growing bottlenecks in AI infrastructure, particularly data transfer efficiency among GPUs, accelerators, memory system...

Since Meta launched the LCoS-powered Ray-Ban Display in September 2025, LCoS-based optical engines have entered the market spotlight. Despite renewed interest, this long-standing display technology still struggles with major hardware roadblocks. With new dominance at stake, leading manufacturers are racing to roll out the best LCoS optical engines in line with their distinct market positioning. On the notification AR glasses front, LCoS optical engines have an edge in technological maturity, energy efficiency, and optical compatibility. Building on years of develop...

Picture: Ms. Jennifer Lin, AUO Corporation Vice President of Innovation Development, and Mr. Ness Benamran, Aledia Chief Financial Officer, announced the partnership in the presence of the Minister of Economic Affairs of Taiwan, Mr. Kung Ming-Hsin AUO Corporation (“AUO”) and Aledia today announced a strategic partnership to develop a new generation of microLED display technology combining high brightness, low power consumption, and high resolution. The collaboration will integrate Aledia’s high-voltage microLED (µLED...

Samsung Electronics Co., Ltd. and Google today unveiled new intelligent eyewear1 at Google I/O 2026 by giving a first look at two premium styles created with eyewear partners Gentle Monster and Warby Parker. Designed to work as a companion device to a mobile phone, the new eyewear enables users to access help through voice interaction and connect seamlessly to their phones, all through a familiar form factor. Co-created with the eyewear partners, the intelligent eyewear combines breakthrough AI capabilities with comfort and style, merging Samsung’s leadership in h...

University of Michigan in the USA has claimed the highest external quantum efficiency (EQE) and smallest linewidth so far for red-emitting indium gallium nitride (InGaN) micro-LEDs, using photonic crystal (PhC) structures [Yuanpeng Wu et al, Light: Science & Applications v15, p133, 2026] Further, the emission wavelength was stable for a wide range of injection currents. The 5nm full-width at half maximum (FWHM) was about one order of magnitude narrower than previously reported values. The researchers see narrow linewidths as “paramount for achievin...