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1.
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)
2.
MIT’s new lidar chip could give self-driving cars a wider view (sciencedaily.com)
3.
Insulator-free topological photonic multi-lane highways (feeds.nature.com)
4.
Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028 (tomshardware.com)
5.
Taiwan's second-largest chipmaker starts mass production in Singapore; Citi sees improving outlook (cnbc.com)
6.
Optical metasurfaces for general vision processing on the edge (feeds.nature.com)
7.
Nvidia is investing billions into this emerging technology that could change the AI industry (cnbc.com)
8.
The AI economy is rewriting the American Dream — and blue-collar workers are poised to win (cnbc.com)
9.
Tool mapping 90 companies in the photonics and CPO supply chain (news.ycombinator.com)
10.
NIST scientists create 'any wavelength' lasers (news.ycombinator.com)
11.
Any Color You Like: NIST Scientists Create 'Any Wavelength' Lasers (news.ycombinator.com)
12.
Quantum photonics roadmap — how Xanadu and PsiQuantum are looking to transfer qubits through beams of light (tomshardware.com)
13.
Monolithic 3D integration of tantalum pentoxide nonlinear photonics (feeds.nature.com)
14.
MZI-based transistorlessness might finally be here (news.ycombinator.com)
15.
Why, After All These Years, MZI-Based Transistorlessness Might Finally Be Here (news.ycombinator.com)
16.
Marvell stock pops 13% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
17.
Marvell stock pops 7% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
18.
Marvell stock pops 8% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
19.
Marvell stock pops 9% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
20.
Marvell stock pops 11% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
21.
Exploring Light and Life: Nanophotonics and AI for Molecular Sequencing and Single-Cell Phenotyping (spectrum.ieee.org)
22.
Photonic ‘ski jump’ steers light beam from silicon chip (feeds.nature.com)
23.
Nanophotonic waveguide chip-to-world beam scanning (feeds.nature.com)
24.
A large-scale coherent 4D imaging sensor (feeds.nature.com)
25.
Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI (theverge.com)
26.
Photonics and high-speed data movement is the next big AI bottleneck — following copper, power, DRAM, and NAND (tomshardware.com)
27.
Bill Gates-backed silicon photonics startup develops optical transistors 10,000x smaller than current tech — optical chip can process 1,000 x 1,000 multiplication matrices (tomshardware.com)
28.
Artificial skin mimics the octopus’s art of disguise (feeds.nature.com)
29.
GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers (tomshardware.com)
30.
Some graphene firms have reaped its potential but others are struggling (news.ycombinator.com)
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