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1.

Near-packaged optics (NPO) gains ground as the industry hedges against CPO's growing pains — analysts say volume for NPO silicon photonics products will extend until the end of the decade (tomshardware.com)

2026-08-13 | by Luke James | tags: npo, silicon photonics, broadcom

2.

How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs (tomshardware.com)

2026-08-12 | by Etiido Uko | tags: optical interconnects, silicon photonics, nvidia

3.

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

4.

Corning tumbles 12% after earnings, leading rout in optical stocks (cnbc.com)

2026-07-28 | by Cj Haddad | tags: corning, optical stocks, artificial intelligence

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