Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today reported financial results for the second quarter of fiscal year 2027. Net revenue for the second quarter of fiscal 2027 was $2.739 billion, $39.0 million above the mid-point of the Company’s guidance provided on May 27, 2026. GAAP net income for the second quarter of fiscal 2027 was $308.0 million, or $0.33 per diluted share. Non-GAAP net income for the second quarter of fiscal 2027 was $865.9 million, or $0.94 per diluted share. Cash flow from operations for the second quart...

Ouster, Inc., a leader in sensing and perception for Physical AI, today announced that GUSS Automation, a wholly owned John Deere Subsidiary and a pioneer in autonomous high-value crop operations, plans to incorporate Ouster’s Rev8 OS0 native color digital lidar sensors, powered by the breakthrough L4 Ouster Silicon, into the next generation of its Autonomous Orchard Machine Fleet. The integration is expected to further expand machine capabilities while underscoring the role of advanced sensing technologies in helping autonomous agricultural machines operate...

For decades, vehicle safety has been defined by technology for the exterior. Engineers have focused on helping vehicles detect pedestrians, recognize road signs, monitor traffic, and avoid collisions. Cameras, radar, and LiDAR have transformed the way vehicles perceive their surroundings. But a crucial safety zone was mostly overlooked: the vehicle interior. That is changing rapidly. With the EU General Safety Regulation (GSR) now fully in force for all newly registered passenger cars, trucks, and buses since July 2026, monitoring what happens inside the cabin has be...

Avicena, the pioneer in microLED-based optical interconnects, today announced that it has begun shipping 1 Tbps LightBundle™ evaluation kits (eKits) to customers and partners developing next-generation AI infrastructure. The shipment milestone follows the introduction and demonstration of the LightBundle eKit in March 2026 at the Optical Fiber Conference (OFC26) and advances the platform from initial evaluation availability to terabit-class operation in customer laboratories. The latest LightBundle eKit incorporates a 335-channel microLED array, with each...

ECOC: Driving optical interconnect innovation for AI data centers ams OSRAM combines expertise in micro-emitters, micro-photodiodes, CMOS and advanced packaging to enable integrated optical solutions for the next generation of AI infrastructure. At ECOC 2026, we show how our “wide & slow” architecture addresses the rising bandwidth density and reach challenges in AI data centers. Combining ams OSRAM’s groundbreaking micro-array technology with system-level co-optimization, we enable scalable, cost-effective and energy-efficient optical...

SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal Nature Electronics. Notably, beyond its HBM leadership, SK hynix’s paper tackles data bottlenecks at the rack and pod levels, outlining an optics-centric architecture that links memory and processors through optical interconnects. As hyperscale AI clusters scale to thousands of GPUs and HBM stacks, conventional copper links are ...

Coherent Corp., a global leader in photonics, announced financial results today for its fiscal fourth quarter and full year fiscal 2026 ended June 30, 2026. Revenue for the fourth quarter of fiscal 2026 was $2.05 billion, with GAAP gross margin of 38.5% and GAAP net income of $1.19 per diluted share. On a non-GAAP basis, gross margin was 40.2% with net income per diluted share of $1.74. “Fiscal 2026 was an outstanding year for Coherent, with record revenue, significant margin expansion, and non-GAAP EPS growth that was more than twice the rate of revenue...

OpenLight, a leader in heterogeneous III‑V‑on‑silicon photonic integration and custom Photonic Application‑Specific Integrated Circuits (PASICs), and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced the availability of OpenLight’s photonic Process Design Kit (PDK) for Tower Semiconductor’s PH18DA indium phosphide (InP)-on-silicon photonics platform in Cadence’s electronic design automation (EDA) tools. Developed through close technical collabor...

Ouster, Inc., a global leader in high-performance lidar sensors and intelligent software solutions, powering Physical AI across the automotive, industrial, robotics and smart infrastructure sectors, announced today that Econolite, a leader in mobility operating systems, was awarded an expansion contract from Utah Department of Transportation (UDOT) to deploy Ouster BlueCity, a complete lidar traffic management solution for actuation, alerts, and analytics, at an additional 160 intersections statewide. With the first Ouster BlueCity with integrated Rev8 installation...

Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal fourth quarter and full fiscal year ended June 27, 2026. “Lumentum is positioned at the heart of a secular industry shift. As AI compute workloads increase in both speed and bandwidth, data center architects are turning to optical links as a primary means of connectivity. While our Q4 results demonstrate broad-based traction, key growth drivers such as OCS solutions and our cloud module business, where we are advancing 1.6T adoption, are beginning to lay...

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...

Veeco Instruments Inc. today announced that a global leader in optical and photonic technologies has selected its LUMINA®+ Metal Organic Chemical Vapor Deposition (MOCVD) system to fabricate indium phosphide (InP) lasers for innovative communication solutions in the datacom industry. The LUMINA+ system has now been adopted across all major applications in the arsenide and phosphide (As/P) epitaxial space, including the fast-growing InP laser market. “Following a series of recent orders and qualifications, this order extends the strong position of...

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...

Lumentum CEO Michael Hurlston has warned that the supply-demand gap for indium phosphide (InP) has now surpassed that of DRAM and NAND, making it one of the most critical constraints on AI data center optical interconnect expansion. Despite operating multiple InP wafer fabrication facilities, Lumentum continues to face widening supply shortages as customer demand outpaces production. Orders that once numbered in the hundreds for telecom customers have surged to hundreds of millions of devices, driven by NVIDIA and hyperscale data center operators. As A...

Innoviz Technologies Ltd., a leading supplier of high-performance automotive-grade LiDAR sensor platforms for the automotive, security, defense, and industrial markets, today announced the development of a LiDAR-based perception stack with a top 10 global automotive OEM. Under the collaboration, Innoviz will develop and validate a complete LiDAR-based perception stack for a highway operational design domain (ODD) to explore potential for the OEM's future programs. The project includes Innoviz's InnovizTwo LiDAR solution and perception capabiliti...

International automotive supplier FORVIA HELLA has put its new-generation Rain Light Sensors into series production. With high sensitivity and fully automatic adjustment, it delivers precise, real-time environmental sensing that enhances safety and supports a more comfortable in-cabin experience for consumers. The sensors are developed and produced locally in China for a well-known local new energy vehicle manufacturer, underscoring FORVIA HELLA’s commitment to localized innovation and customer-focused performance. “Intelligence and electrifica...

Zhongji Innolight, a global leader in optical transceivers, officially listed on the Main Board of the Hong Kong Stock Exchange (HKEX) on July 30, 2026. The company priced its H-share offering at HKD 980 per share, securing base gross proceeds of HKD 53.410 billion (with net proceeds reaching approximately HKD 54.513 billion). If the 15% over-allotment option is exercised in full, total fundraising will expand to HKD 61.422 billion. This marks the largest IPO on the HKEX in 2026 to date, as well as the largest Hong Kong listing event since Alibaba...

AIXTRON SE (FSE: AIXA, ISIN DE000A0WMPJ6) benefitted from a strong order intake of EUR 214.5 million (+81% yoy) in the second quarter 2026. This underlines the continued strong market momentum, driven by very strong demand for optoelectronic systems. Major laser system shipments are expected to begin in Q3/2026 and continue well beyond the current fiscal year. The volume ramp at AIXTRON and its suppliers is well on track. Hence, the company confirms the raised guidance released on April 14, 2026. In the power electronics as well as the Micro L...

Innoviz Technologies Ltd., a leading supplier of high-performance automotive-grade LiDAR sensor platforms for the automotive, security, defense and industrial markets, today announced that it has received multimillion-dollar orders of several hundred LiDAR units from a defense customer, with potential for additional units upon the successful completion of the first deployment. The orders come at a period of growing momentum for Innoviz in the defense and homeland security markets. In recent weeks, Innoviz has announced collaborations with several defense and counter-UAS...

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. ...

A high-end compound semiconductor substrate project with a total investment of RMB 2 billion (approximately USD 280 million) has been officially approved and will be established in Quzhou, Zhejiang Province, according to the Zhejiang Provincial Online Investment Project Approval and Supervision Platform. The project will be developed by Vital Micro-Electronics Technology (Zhejiang) Co., Ltd. and is designed to deliver an annual production capacity of 3 million gallium arsenide (GaAs) substrates and 3 million indium phosphide (InP) substrates, for a combine...

The humanoid robot’s moment has arrived. We know this, not because big technology companies are suddenly able to stage Tiktok video-friendly performances of robots dancing or mimicking a human partner’s movement. That’s hype: the reality of how humanoid robots are going to perform is actually far more interesting. The reason for the worldwide wave of interest in humanoid robots is because of a new alignment between the robot’s technical capabilities – made possible for the first time by AI – and the huge unmet demand for automation in spaces ...

Innoviz Technologies Ltd., a leading supplier of high-performance, automotive-grade LiDAR sensor platforms for autonomous driving, today marks its emergence as a recurring player across the counter-UAS integrator ecosystem, referring to its recently announced partnerships with six Israeli defense and homeland security integrators in the past three months, through its new defense and homeland security brand, Perciz. The same LiDAR platform selected by BMW, Volkswagen, Mobileye, and Daimler Truck is now being used by leading Israeli counter-UAS integrators unde...

Innoviz Technologies Ltd., a leading provider of high-performance automotive-grade LiDAR and perception solutions, today announced the launch of Perciz, a dedicated brand focused on defense and homeland security applications. Utilizing the company's commercially available LiDAR sensors, already deployed in non-automotive applications, the new brand marks a strategic expansion of Innoviz's mission, bringing the company's expertise in advanced sensing, AI, and machine intelligence to address the growing challenges facing modern security and defense organizations. ...

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...

Huawei, Baidu and other industry partners have launched China’s first multi-source agreement (MSA) for near-packaged optics (NPO), aiming to establish an open and unified technical standard framework for next-generation high-speed optical interconnects and accelerate ecosystem collaboration. According to Huawei Computing’s official WeChat account, the Supernode and GW-level AIDC Technology Forum, along with the Open AI Infra Community’s semiannual meeting, was held in Beijing on July 9 under the guidance of the Global Computing Consort...

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...

Innoviz Technologies Ltd., a leading supplier of high-performance, automotive-grade LiDAR sensor platforms, today announced a collaboration to integrate Innoviz's LiDAR technology into AeroNous Solutions Ltd.'s open-architecture command-and-control platform for counter-UAS operations. AeroNous builds systems that unify sensors, effectors, and third-party data sources into a single operational picture for detecting, tracking, and responding to aerial threats, and the company identified continuous, precise drone localization as a critical capability for that pictur...

Innoviz Technologies Ltd., a leading supplier of high-performance, automotive-grade LiDAR sensor platforms, today announced a partnership with Cogniteam Ltd., a leading provider of AI-powered perception and autonomy software platforms, in connection with advanced Counter-UAS (C-UAS) perception module. The integration between Innoviz's LiDAR solutions and Cogniteam's perception module is designed to enable system integrators and security solution providers to rapidly deploy highly accurate drone detection, localization, tracking, and classification systems. ...