Credo Technology is tied to the AI infrastructure supercycle but faces late-cycle risks and revenue concentration with ...

Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and ...

LITE shares have nearly doubled in a month as AI optics demand, OCS backlog and CPO orders fuel revenue growth and margin expansion.

Systems, a global leader in embedded vision solutions, has launched DepthVista Helix 3D Continuous Wave iToF Camera.

Researchers at Flinders University in Australia have developed a new thermal imaging lens made from recyclable polymers that costs less than 1 cent per unit in raw materials, a figure that could ...

Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its ...

Evercore said its AI channel checks related to Networking and Optics are positive for Nvidia (NVDA), Broadcom (AVGO), Astera, ...

Xiaomi has confirmed the launch of Xiaomi 17 series, scheduled for February 28, 2026, at the Mobile World Congress (MWC) in Barcelona, after the phones were introduced in China last year.

A new publication from Opto-Electronic Advances; DOI 10.29026/oea.2026.250149, discusses a quarter-wave geometric-phase ...

Company’s optical engine technology recognized as ground-breaking by leading industry experts for the second year in a row ...

Silicon One G300: The Networking Foundation for the Agentic Era The new Silicon One G300 is a 102.4 Tbps switching silicon that exemplifies Cisco's rapid innovation and sets a new standard for AI ...