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Friday, October 9, 2026

Optics Daily · Friday, October 9, 2026

opticsnews

Issue 1009Oct 2026Friday
4 major events4 sources0 first-party releasesAbout 4 minutes read
Headlines

LightCounting raises forecast: Ethernet optical modules to grow 120% this year

LightCounting says hyperscaler capital spending remains high, forecasting 120% growth for the Ethernet optical module market in 2026. In imaging, SF-PULSE lensless imaging enables long-term monitoring of live cells without staining, while a frequency comb combined with deep learning achieves fast, high-fidelity ghost imaging. MicroLED co-packaged optics is also drawing attention.

01

Technology & Research

02

Industry & Capital

C114 · Optical CommunicationsOptics industryOptics and AI

LightCounting: Ethernet optical module market forecast to grow 120% in 2026

LightCounting's latest report says the Ethernet optical module market had been expected to slow in 2026, but data from the first nine months defied expectations: cloud providers' capital spending accelerated sharply from late January to early February and remained strong over the following six months. The full-year Ethernet optical module market is now forecast to grow 120%.

03

Insight & Analysis

(End of this issue)

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