PsiQuantum showcases an 8×8 silicon photonics optical switch with 1.2 dB insertion loss and sub-3 ms reconfiguration, aimed at accelerating AI data transfer. The technology, rooted in quantum computing, is being prepared for commercial use while advancing materials and manufacturing approaches, with government collaboration noted.
Translated title. Original: NVIDIA : sa technologie CPO de nouvelle génération intègre l'optique sur l'interposeur et atteint 256 Gb/s
NVIDIA is showcasing its next-generation optics-on-interposer (OOI) and dense-wavelength-division multiplexing (DWDM) efforts for advanced AI chips, with prototypes moving optical engines onto silicon interposers to boost bandwidth and reduce power, and DWDM demonstrations reaching up to 256 Gb/s per path. The work, presented at SEMICON West 2026 by Nikola Nedovic, builds on prior research and targets future NVIDIA chips and deployments through 2028 amid industry investment in optical integration.
PicoJool is developing VCSEL-based optical interconnects for AI data centers, where rising data traffic is straining copper links. The startup proposes scaling bandwidth with more lower-speed channels instead of making each channel faster.
Hua Hong Grace Semiconductor plans a 2027 capacity expansion to grow silicon photonics and power management chips, positioning to benefit from the AI infrastructure boom. CEO Bai Peng said the company aims to participate broadly in silicon-based devices inside optical modules.
Photon Bridge secures €10M to scale laser production for AI data-center optics, addressing a looming bottleneck as AI hardware scales. The company multiplexes many low-power lasers to reach high aggregate power, aiming for volume manufacturing by 2028 and expansion in Eindhoven.
A study uses compound beams to simulate and compare quantum operations, revealing optimal photon addition/subtraction conditions for generating nonclassical states and enabling direct, versatile testing across diverse optical fields; temporal correlations and multiplexing underpin the approach, with EU funding enabling broader quantum information applications.
Translated title. Original: Business-Liveticker: Von der Leyen: Europa braucht 500 Milliarden Euro Investitionen für KI | FAZ
Ams-Osram recorded €43 million in nine-month net profit, largely due to selling its non-optical sensor business, while revenue remained steady at €2.4 billion. CEO Aldo Kamper pointed to digital photonics and AI data-center communication as areas for future growth.
Coherent stock climbs after an analyst initiates Buy with a $425 target, citing capacity expansion for indium phosphide lasers used in AI data-center optics; expected revenue ramp from PhotonLink in late 2026, with ongoing capacity expansions and multiple customer engagements, while broader macro factors continue to weigh on valuations.
Google is reportedly testing an internal AI model called Hydrogen, described as fast and efficient and possibly similar to its Gemini Flash models. Its release, pricing, and performance are not yet known.
Yingjie Electric reports rising semiconductor orders through the first three quarters of 2026 and expects continued revenue growth into Q4 2026 and Q1 2027, though 2026 industry revenue comparisons may be tempered by unstable revenue recognition in domestic photovoltaic projects.