Shanghai Fanchuangwei Technology's high-transparency optical AR glasses lens project has settled in Huangyan, Taizhou, to be carried out by Fanke Technology (Taizhou) in two phases, with a total investment of about 550 million yuan. Phase one, at about 150 million yuan, plans to complete an innovation center and pilot production line by 2027; phase two, at about 400 million yuan, targets annual production of 100 tons of high-purity silicon carbide optical material by 2028. The project targets AI glasses and AR terminals, covering the full chain from optical materials and etching processes to optical devices.
Why we recommend it: The original article gives the investment figures for the two phases, production line timelines, and a target of 100 tons of silicon carbide optical material per year, useful for gauging the pace of silicon carbide optical waveguide industrialization.
Oct 15Thu
Thursday
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6767
Shanghai Xihe Technology has released the registration version of its IPO prospectus for the STAR Market, describing itself as one of the world's leading suppliers of silicon photonic integrated chips. Its customers include leading optical module makers and cloud service providers, and its products are already shipping at scale into AI clusters and hyperscale data centers. According to estimates by optical module makers, silicon photonics solutions can reduce total cost by nearly 20% and the volume of components within the module by nearly 30% at the same data rate and distance.
Why we recommend it: The original article provides cost and size data for silicon photonics versus discrete components, helping readers understand the domestic supply chain for AI data center optical interconnects
Oct 14Wed
Wednesday
Photonics.comOptics industryOptics and AIPicksAI score6161
Salience Labs, which develops photonic chips for AI data center interconnects, has closed an oversubscribed $125 million Series B round. The company previously demonstrated a 64-port all-optical silicon photonic circuit switch live at ECOC 2026.
Why we recommend it: The original article links the funding to the demonstration of a 64-port all-optical switch at ECOC, helping gauge commercial progress in silicon photonic optical switching
optics.org (SPIE Industry News)Optics industryOptics and AIPicksAI score6161
UK-based silicon photonics company Salience Labs has closed a $125 million Series B round to scale development of optical circuit switch (OCS) technology and ease network bottlenecks in AI data centers.
Why we recommend it: The original article highlights optical circuit switching's positioning against AI data center bottlenecks, helping understand capital interest in silicon photonic switching
Oct 9Fri
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Electro OpticsOptics industryOptics and AIPicksAI score6969
JEDEC has released the JESD264 standard, setting new certification and reliability requirements for the emerging silicon photonics market. It is the first reliability standard for silicon photonics in AI networks.
Why we recommend it: The original article explains that silicon photonic devices now have a dedicated reliability certification standard for the first time, helping to understand the threshold for silicon photonics entering large-scale AI network deployment
Oct 8Thu
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Laser Focus WorldOptics industryOptics and AIPicksAI score6161
A Laser Focus World article notes that surging industry interest in MicroLED co-packaged optics (CPO) reflects its many advantages, though technical challenges remain to be solved.
Why we recommend it: The original article reviews the advantages and challenges of MicroLED's move from displays to optical interconnects, helping assess the maturity of this CPO approach
Sep 23Wed
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OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6161
On September 17, Largan spent RMB 1.172 billion to acquire about 2,259 ping of land and 3,695 ping of buildings in Nantun, Taichung. It was the company's seventh real estate deal since late June, bringing the total to RMB 8.078 billion. Chairman Lin Enping confirmed in July that the company had won its first customer order for fiber arrays, with the land purchases paving the way for mass production in 2027.
Why we recommend it: The source details the pace and value of the land purchases, showing the scale of the smartphone lens leader's push into CPO fiber arrays
Sep 21Mon
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OFweek Optics Network · NewsOptics industryOptics and AIPicksAI score6565
Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, with AI+optics as a core focus. Huawei has pledged to prioritize computing resources and AI teams for the effort. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.
Why we recommend it: The original text places the industry-academia partnership alongside the NPO superpod, revealing Huawei's overall strategy in optical interconnect and AI optics
Sep 20Sun
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C114 Communications Network · Optical CommunicationsOptics industryOptics and AIPicksAI score6161
The 27th CIOE drew nearly 190,000 visits over three days, up 32% year on year. NPO (near-package optics) products from major domestic optical module makers made a collective appearance. NPO moves the optical engine from the switch front panel to near the ASIC package without soldering it to the switch chip, balancing power consumption and serviceability.
Why we recommend it: The original article explains the trade-offs of NPO versus CPO and pluggables, helping to understand cloud vendors' selection logic
May 25Mon
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Xi'an Institute of Optics and Fine Mechanics (XIOPM) · Research ProgressOptics industryOptics and AIPicksAI score6363
The teams of Wang Binhao and Zhang Wenfu at the Xi'an Institute of Optics and Mechanics have achieved a series of advances in silicon-based photonic interconnect chips.