Insights
NVIDIA announced on March 31, 2026 that it has entered a strategic partnership with Marvell and will invest US$2 billion, a move expected to support the development of next-generation AI and optical interconnect technologies. According to TrendForce, the collaboration goes beyond Marvell joining the...
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As traditional copper-based electrical transmission reaches physical limits, the semiconductor industry is increasingly turning to optical transmission technologies, with UMC joining the trend. HyperLight and UMC, along with the foundry’s wholly owned subsidiary Wavetek, announced a strategic part...
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Recently, TrendForce released its latest report noting that the rise of generative AI is placing mounting pressure on traditional short-range copper cabling used inside data center racks, which faces growing challenges in both energy efficiency and transmission density. By contrast, Micro LED-based ...
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On January 21, JCET announced a major breakthrough in its co-packaged optics (Co-Packaged Optics, CPO) technology development. Silicon photonics engine products based on its XDFOI® multidimensional heterogeneous advanced packaging platform have completed customer sample deliveries and successful...
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As AI data transmission volumes continue to surge, the shift toward optical interconnects is gaining momentum, with Taiwan’s Largan Precision, a key optical lens supplier in Apple’s supply chain, reportedly poised to benefit. According to Economic Daily News, sources say Largan is expanding into...