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China Holds 56% of Optical Module Output; Short-Term Decoupling Unlikely

08/06/2026 | TrendForce
According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List to restrict imports of new-model optical transceivers manufactured in China.

Skunk Works® Advances Sensor-Powered AI Fighter Intercept

08/04/2026 | Lockheed Martin
In a landmark step toward the future of airborne autonomy, Lockheed Martin Skunk Works, the U.S. Air Force Test Pilot School (TPS) and industry partners demonstrated sensor-driven autonomy on a fighter aircraft.

LITEON Invests in DenseLight to Strengthen Optical Communications for AI Infrastructure

08/04/2026 | LITEON Technology
LITEON Technology announced a strategic investment in DenseLight Photonics, a provider of indium phosphide (InP) optical communication components through its Singapore-based operating subsidiary, with a total transaction value of US$34.3 million.

Foxconn Research Develops 34.1 Tbps Silicon Photonics Technology

07/30/2026 | Foxconn
Foxconn Research Institute, in collaboration with National Yang Ming Chiao Tung University, has developed a 34.132 Tbps ultra-high-capacity silicon photonics transmission technology designed to address growing data bandwidth demands driven by artificial intelligence (AI).

SPARK Microsystems Expands European Distribution Network with Alcom Electronics

07/30/2026 | BUSINESS WIRE
SPARK Microsystems, a Canadian fabless semiconductor company specializing in next-generation short-range wireless communications, announced the expansion of its distribution channel in Northwest Europe, welcoming Alcom Electronics to SPARK’s partner network.
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