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[ZTE CTO Wang Xiyu: The new generation data center network NPO solution is providing a better solution for AI Fabric] October 17th, the 10th Future Network Development Conference was held in Nanjing, Jiangsu from October 15th to 17th. Wang Xiyu, executive vice president and chief technology officer of ZTE, pointed out in his speech that with the rapid development of large AI models and computing power clusters, profound changes have occurred in the data center domain, wide area, and air and space domain businesses. For data center domain scenarios, optical devices are gradually moving closer to electrical chips, which is a significant trend in optical interconnection. NPO takes into account the advantages of openness, cost and maintainability, and intra-node interconnection is the main scenario of NPO. Wang Xiyu said that ZTE’s new generation data center network NPO solution is providing better solutions for AI Fabric and becoming a pioneer in the development of high-density bandwidth. Facing the space and space domain scenarios, satellite laser communications are extending the network from the ground to space. In terms of bandwidth capabilities, ZTE is promoting the commercial verification of spaceborne 100G/200G products. 400G/800G core chips and optical devices are also being verified, which can meet the needs of the long-term evolution of spaceborne laser applications. In terms of product form, it supports "lasers and routing can be separated and combined" to adapt to the needs of different satellite platforms. High-value scenarios integrating space and ground are taking root. (Securities Times)

#large model #chip #satellite #ZTE #Computing power #AI #Optical communication #data center10-17 15:05

[US stock storage and optical communications sectors collectively fell before the market opened] On October 15th, US stocks’ storage and optical communications sectors collectively fell before the market opened. SK Hynix fell 6.5%, SanDisk fell 5%, Micron Technology fell more than 4%; Lumentum, Coherent, and Corning fell about 4%, and Micron Technology fell more than 3%.

#U.S. stock trends #Optical communication #memory chip10-15 16:04

[US stocks optical communications and storage sectors continued their decline before the opening, SK Hynix fell more than 5%] On October 13th, US stocks optical communications and storage sectors continued their decline before the opening. Marvell Technology fell by 3%, Coherent and Ciena fell by about 2%; SK Hynix fell by more than 5%, SanDisk fell by nearly 4%, and Micron Technology fell by more than 3%.

#U.S. stock trends #Optical communication #memory chip #US stock market pre-market10-13 16:01

[Pre-market rebound in the U.S. optical communications sector, Lumentum said optical component production capacity has been "sold out" until early 2029] On October 9, U.S. stock optical communications leader Lumentum rose 4% before the market opened. The company's CEO said optical component production capacity has been "sold out" until early 2029. Boosted by this, Coherent rose more than 3%, Corning, Ciena, and Credo rose more than 2%, and Marvell Technology rose nearly 2%.

#Optics #U.S. stock trends #Optical communication10-09 16:01

[U.S. optical communications leader Lumentum said its production capacity until early 2029 has been sold out] October 9th, U.S. optical communications leader Lumentum CEO Hurlston said on Friday local time that the company's optical device production capacity until early 2029 has been sold out. Hurlston said that some products will still have about 70% of demand that cannot be met by next year, and some products will still have 30% of demand that cannot be met by 2028.

#U.S. stock trends #Optical communication10-09 14:28

[Guangzhi Technology: 6-inch indium phosphide substrate has received an order from a global leading customer, and domestic customers cover leading optical chip companies] On October 9th, Guangzhi Technology stated on the interactive platform on the 9th that the downstream customers of the company's indium phosphide substrate business are domestic and foreign optical communication chip and device manufacturers, and batch deliveries have been achieved so far. Domestic customers include leading optical chip companies, and bulk shipments have been made overseas to leading optical communication companies. Among them, 6-inch indium phosphide substrates have received orders from a leading global customer.

#chip #TMT Industry Observation #semiconductor chip #Selected interactive platforms #Optical communication #Optical chip10-09 09:09

[U.S. Optical Communications Sector Lowers Before Opening, Coherent Falls Over 3%] On October 8th, US Optical Communications Sector fell before opening, with Coherent falling by more than 3%, Lumentum and Credo falling by more than 2%, and Corning and Marvell Technology falling by nearly 2%.

#U.S. stock trends #Optical communication10-08 16:06

[Agency: It is estimated that VCSEL market demand will reach 650 million units in 2031, with a compound growth rate of 38% from 2025 to 2031] October 8, according to TrendForce’s latest "2027 Infrared Sensing and Optical Communication Market Trends", with the rapid growth of Scale-Up (vertical expansion) network transmission demand within data centers, VCSEL NPO has attracted attention due to its advantages of low power consumption, high maintenance flexibility and relatively complete supply chain. Major manufacturers Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon have all invested in research and development. From 2027 to 2028, many VCSEL NPO solutions will appear in the market. Adding the demand for short-distance optical transceiver modules, it is estimated that the VCSEL market demand will reach 650 million units in 2031, with a compound growth rate of 38% from 2025 to 2031.

#Broadcom #Futures Market Intelligence #Optical communication #data center #SRAM10-08 13:10

[U.S. optical communications stocks rose during the session, with lumentum and Coherent rising more than 5%] On October 1, U.S. optical communications stocks rose during the session, with lumentum and Coherent rising by more than 5%, Tower Semiconductor and AXT rising by more than 4%, and AAOI and Credo rising by more than 3%.

#semiconductor #Global market intelligence #U.S. stock trends #semiconductor chip #Optical communication10-01 22:13

[Bernstein gave a number of U.S. optical communications stocks an "outperform" rating] On September 30, Bernstein gave Lumentum an "outperform" rating with a target price of $1,220; Coherent an "outperform" rating with a target price of $350; Ciena an "outperform" rating with a target price of $440.

#U.S. stock trends #Optical communication #Brokerage strategy09-30 17:34

[U.S. optical communications sector fell before the opening, with Corning and Marvell Technology falling more than 3%] On September 28, the optical communications sector of the United States fell before the opening, with Corning, Coherent, and Marvell Technology falling more than 3%, Lumentum falling more than 2%, and Ciena falling nearly 2%.

#U.S. stock trends #Optical communication09-28 16:05

On September 21, U.S. optical communications stocks rose. Astera Labs rose by more than 7%, Credo rose by more than 6%, Lumentum rose by more than 5%, Corning rose by nearly 4%, Coherent rose by nearly 3%, and Marvell Technology rose by more than 2%.

#Global market intelligence #U.S. stock trends #Optical communication09-21 22:02

On September 18th, the U.S. optical communications sector continued yesterday’s gains before the market opened. Corning and Coherent rose by more than 2%, while Marvell Technology and Ciena rose by nearly 2%.

#U.S. stock trends #Optical communication09-18 16:04

On September 17th, the US optical communications sector further expanded its early gains, with Ciena rising by more than 9%, Marvell Technology and Corning rising by more than 7%, and Coherent rising by nearly 7%.

#U.S. stock trends #Optical communication09-17 21:49

On September 17, the U.S. optical communications sector rose slightly before the market opened. Corning, Marvell Technology, and Coherent rose by more than 2%, and Lumentum and Ciena rose by more than 1%.

#U.S. stock trends #Optical communication09-17 16:04

On September 16th, the U.S. optical communications sector rose slightly at the beginning of the session, with Corning, Marvell Technology, Lumentum, and Coherent all rising by more than 2%.

#U.S. stock trends #Optical communication09-16 21:37

On September 16th, the U.S. optical communications sector rose slightly before the market opened. Coherent and Lumentum rose more than 2%, while Marvell Technology and Corning rose more than 1%.

#U.S. stock trends #Optical communication09-16 16:06

[CICC: Optical communications industry will be highly prosperous in 2027 with certainty to increase] On September 16, CICC Research reported that the popularity of the 27th Optical Expo has increased compared with previous years, with more than 4,000 companies participating in the exhibition, and the overall number of visitors was nearly 190,000, a year-on-year increase of 32%. "Locking orders" and "locking materials" have become keywords for exhibition research, and the certainty of demand in 2027 will further increase. Based on exhibition research, the order schedule of some high-speed optical chip companies has been extended to 2028 and beyond, and the visibility of optical module orders covers 2027 and beyond; leading optical module manufacturers are actively targeting core materials such as DSP, mSAP PCB, and high-speed optical chips. It is expected that the difference in subsequent delivery will depend more on key material security, yield and customer certification, among which advanced process DSP may become the most scarce link. It is expected that by 2028, after standards and engineering solutions gradually converge and yields increase, NPO is expected to accelerate volume expansion, and CPO may gradually enter Scale-up; OCS will move from a few cloud vendors for self-use to more AI clusters, driving the sinking of 2.4T light coherent applications; 400G per lane promotes device upgrades, and thin film lithium niobate is expected to accelerate its entry into customer verification and application windows.

#SAP #chip #AI #semiconductor chip #Optical communication #Optical module #PCB #CPO09-16 07:51

[U.S. Optical Communications Sector Opened Higher, Coherent rose over 4%] On September 15th, the U.S. Optical Communications Sector opened higher, with Coherent rising over 4%, Marvell Technology and Corning rising over 2%, and Lumentum rising over 1%.

#U.S. stock trends #Optical communication09-15 21:33

[Two departments: Accelerate the construction of an intelligent, modular, and universal aerospace electronics product system and focus on supporting the development of emerging industries such as space computing] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry." It mentioned that breakthroughs should be made in core technologies such as radiation-resistant chips and devices, inter-satellite laser communications, space-borne computing platforms, and high-precision navigation, and the construction of an intelligent, modular, and universal aerospace electronics product system should be accelerated, with a focus on supporting the development of emerging industries such as space computing.

#chip #aerospace #semiconductor chip #Optical communication09-15 09:25

On September 14th, the U.S. optical communications sector collectively fell sharply at the beginning of the trading session. Corning fell more than 9%, Marvell Technology, Lumentum, and Coherent fell more than 8%, and Credo and Ciena fell more than 6%.

#U.S. stock trends #Optical communication09-14 21:35

On September 14th, U.S. optical communications concept stock Ciena initially committed to invest US$200 million in early investment to accelerate the next generation data center architecture.

#U.S. stock trends #data center #Optical communication09-14 21:10

[The U.S. optical communications sector fell sharply before the opening, Corning fell more than 6%] On September 14th, the U.S. optical communications sector fell sharply before the opening. Corning fell more than 6%, Marvell Technology, Lumentum, and Coherent fell more than 5%, and Credo and Ciena fell nearly 5%.

#U.S. stock trends #Optical communication09-14 16:02

[Strengthening the background of "specialization, specialization, innovation", the adjustment of the BSE 50 Index sample stocks officially takes effect] September 14th, according to the index compilation plan, the Beijing Stock Exchange and China Securities Index Co., Ltd. will make regular adjustments to the BSE 50 Index sample stocks, which will officially take effect on September 14 (Monday). In this adjustment, the constituent stocks of the Bei Securities 50 Index were transferred to the four stocks of CapitaLand Quartz, Huifeng Diamond, Medela, and Hengdongguang, and at the same time, the four stocks of Zecheng Electronics, Yoshioka Precision, Qingju Technology, and Junchuang Technology were transferred. The targets transferred this time belong to subdivided fields such as semiconductor quartz materials, diamond functional materials, intelligent transportation systems, optical communication passive components, etc., further strengthening the representativeness of the BSE 50 Index for "specialized, special and innovative" enterprises and key links in the industrial chain. The current price-to-earnings ratio of the BSE 50 Index is about 40 times, which is about the fifth percentile in history. Many institutions have judged that the market is in the stage of "raising the bottom and waiting for incremental catalysis".

#semiconductor #TMT Industry Observation #semiconductor chip #Optical communication09-14 07:28

On September 10th, the U.S. optical communications sector opened lower, with Lumentum falling more than 3%, Coherent and Corning falling more than 2%, and Marvel Technology falling more than 1%.

#U.S. stock trends #Optical communication09-10 21:31

[Sripu: A full range of optical communication analog chip solutions are unveiled, and relevant solutions have completed customer verification] September 10th, according to the official WeChat account of Sirip, from September 9th to 11th, Sirip participated in the 27th China International Optoelectronics Expo (CIOE China Optical Expo) to showcase innovative solutions for analog and digital-analog hybrid chips for the field of optical communications. The exhibits cover 800G/1.6T pluggable high-speed optical module solutions (adapted to silicon photonics and EML dual technology routes), CPO/NPO co-packaged optics and ELSFP external light source mass production supporting solutions, OCS all-optical switching complete set of control solutions, and coherent optical modules and EDFA optical amplification full-link solutions. Among them, in view of the development direction of next-generation high-density optoelectronic integration technology, two complete solutions of Sirip CPO/NPO co-packaged optics and ELSFP external light source have completed customer verification, effectively helping customers shorten the product development cycle and accelerate product introduction to the market.

#chip #Optics #semiconductor chip #Optical module #Optical communication #CPO09-10 10:19

On September 9th, the optical communications sector of the U.S. stock market rose at the beginning of the session, with Lumentum and Coherent rising by more than 3%, and Corning and Marvell Technology rising by more than 2%.

#U.S. stock trends #Optical communication09-09 21:34

On September 8th, the optical communications sector of the U.S. stock market collectively opened higher, with Corning rising by more than 4%, Marvell Technology, Coherent, and Ciena rising by more than 2%, and Lumentum rising by nearly 2%.

#U.S. stock trends #Optical communication09-08 21:35

[Corning will participate in the 27th China International Optoelectronics Expo] September 8th, according to Corning’s official Weibo, the company will participate in the 27th China International Optoelectronics Expo (CIOE 2026).

#U.S. stock trends #Optical communication09-08 17:19

[CPO equipment is experiencing a shortage, and customers are placing additional orders one after another] According to the Science and Technology Innovation Board Daily on the 7th, CPO equipment is experiencing a shortage. Shanghai Silver Group, the world's second largest ball screw manufacturer, revealed that as the commercialization of silicon photonics accelerates, the demand for related packaging and testing equipment explodes, and some key equipment and precision components are in short supply. International customers are placing additional orders one after another, and the rush of goods is spreading from the equipment side to precision transmission and positioning platforms. In addition to Shangyin, related equipment factories such as Dayin, Zhide, Luosheng, Gaoming Iron, and Dongyouda are also currently reporting that their production capacity is full, and they must work quickly to meet customer demand. (Taiwan Economic Daily)

#CPO #Optical communication09-07 16:00