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1.
GlobalFoundries and Marvell are scaling up silicon photonics efforts as data centers outgrow copper wiring (techspot.com)
2026-09-18 | by Alfonso Maruccia | tags: globalfoundries, marvell technology, silicon photonics
2.
AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics (tomshardware.com)
2026-08-17 | by Etiido Uko | tags: silicon photonics, yuanjie semiconductors, lightcounting
3.
Co-Packaged Optics (CPO) foundry roadmaps — breaking down TSMC, Intel, Samsung, and GlobalFoundries' approach to next-generation scale-up connectivity (tomshardware.com)
2026-08-03 | by Anton Shilov | tags: tsmc, intel, samsung
4.
Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets (tomshardware.com)
2026-07-31 | by Luke James | tags: lumentum, indium phosphide, silicon photonics
5.
Tool mapping 90 companies in the photonics and CPO supply chain (news.ycombinator.com)
2026-05-17 | by Leonardo Boquillón | get Photonics Industry Map Poster → | tags: co-packaged optics, silicon photonics, inp laser
6.
Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI (cnbc.com)
2026-05-06 | by Katie Tarasov | get Corning Optical Fiber Kit → | tags: nvidia, corning, optical fibers
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