15 stories tagged with #photonics, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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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
Nvidia put $2 billion each into Lumentum and Coherent. Between them, they hold most of the world's indium phosphide capacity.…
How silicon photonics lights the way for data centers
Silicon photonics offers a scalable path to AI data center growth…
US awards GlobalFoundries $300M to bolster silicon photonics for AI chip
Uncle Sam sees the light, offers GlobalFoundries $300M to pursue silicon photonics while taking 1% stake
Meanwhile, the other state-backed foundry, Intel, wraps up RAMP-C defense test chip program…
GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers (Reuters)
Salience Labs Wants to Scale Up AI with Silicon Photonics Optical Switch
Optical circuit switches are not new and have been used in network technology research labs and in t ...…
Keysight Expands Photonics Design Ecosystem with GlobalFoundries PDK - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Nvidia is investing billions into this emerging technology that could change the AI industry
Photonics is considered to be a more efficient alternative to the current process of transferring data using electricity, which could be crucial to the AI boom.…
IPG Photonics CFO Mammen sells $1.19 million in stock
This Director Sale Isn't the Story — IPG Photonics Is Quietly Retooling
Beyond The Bottleneck In Memory And Photonics: My Datacenter Electrification Playbook
AI data center power infrastructure playbook: transformers, switchgear, and onsite power bottlenecks driving demand—plus risks from stretched valuations.…
JPM upgrades ams-Osram to “overweight” on AI photonics, smart glasses growth
POET Technologies: Wrong Way To Bet On Photonics
POET Technologies Inc. is not a compelling investment despite the photonics sector's FOMO and faces severe dilution risk. Read more on POET stock here.…