ASML said its existing 2027 and 2028 supply plans cannot fully meet customer demand and that it is studying a further expansion of 2028 capacity beyond the previously planned 30% increase. Quarterly sales through September 27 reached €11.7 billion, up more than 50% year on year. The NXE:3800F EUV lithography system slated for introduction next year will raise productivity from 230 to 260 wafers per hour.
Why we recommend it: Equipment expansion and productivity upgrades are proceeding in parallel, offering concrete industry clues on how AI demand feeds into EUV lithography supply constraints.
Oct 13Tue
Tuesday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score7171
NVIDIA and Cisco on October 12 jointly announced plans for the USFP (Ultra-Small Form-factor Pluggable) optical module, a high-density pluggable with 400Gb/s per lane, aimed at the scaling needs of next-generation AI factory networks and helping control network complexity, power consumption and cost as connection counts grow.
Why we recommend it: The original article explains the motivation behind two leading vendors jointly defining a new form factor, helping assess how AI network optical modules are evolving
Oct 12Mon
Monday
OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565
Kuang-Chi Photonics has announced the completion of a C+ funding round exceeding RMB 1 billion, with investors undisclosed. The company's 12-inch wafer-level optics production line, backed by a RMB 2 billion investment in Shanghai Lingang, is expected to be completed and come online in 2027, targeting the AR, fiber optics, optical communications, automotive optics and optical computing markets. This follows its C round in January 2026 and a C+ round of nearly RMB 400 million in April.
Why we recommend it: The source lists three funding rounds within the year and progress on the 12-inch wafer-level optics production line, helping to understand capital investment and capacity planning in wafer-level optics
Vuzix has launched the configurable Shrike waveguide display platform for defense, security and emergency response applications, with the first samples already shipped to customers.
Why we recommend it: The source article gives a concrete product bringing waveguide displays into the defense market, helping to illustrate non-consumer markets for AR waveguides