Nov 10, 2025
Executives expect the market for optical scale-out and scale-up lasers to keep growing. They''re eyeing the first $100 million quarter for scale-out by the end of 2026. Bigger opportunities
May 23, 2026
BOSTON (June 11, 2024) – Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the 1Q24
Aug 28, 2025
Investing -- Marvell Technology Inc. (NASDAQ:MRVL) shares rose 7% Tuesday morning after HSBC upgraded the stock to Buy and set a Street-high price target of $300, up from
Jan 17, 2026
“Marvell delivered record first-quarter fiscal 2027 revenue of $2.418 billion, up 28% year-over-year, and guided second-quarter revenue to $2.7 billion at the mid-point, representing 35% year
Feb 21, 2026
Spending on Datacom optical components was up more than 90% YoY as AI applications of 400GbE and 800GbE optical modules for AI applications drove demand to record levels.
Mar 26, 2026
In their release Coherent highlighted: First Revenue from 1.6T Datacom Transceivers. Commenced revenue shipments of our 1.6T transceiver products, enabling high-performance AI
Jun 13, 2026
Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the 1Q24 Optical Components
May 22, 2026
2.This quarter, over 3 million high-speed datacom optical modules were shipped. These modules are used to support connections for AI clusters
Apr 15, 2026
The Quarterly Market Update report offers a comprehensive set of financial data across the industry supply chain, split into telecom and datacom. The market
Nov 10, 2025
Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2027 Financial Results Apr 22, 2026
Jul 12, 2026
Demand remains broad across transceivers, EML laser chips and data center interconnect (DCI) components, while shipments of narrow-linewidth laser assemblies grew for the
Aug 18, 2025
The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in 2024, totaling over $9 billion in revenue, according to Cignal
Apr 26, 2026
In the first quarter of 2026, Datacenter revenues were $81.4 million, more than doubling from the year-ago quarter, as customer engagement strengthened around higher-speed optical products.
Aug 30, 2025
In collaboration with an optical module partner, Credo demonstrated an industry-first 800 gig optical module with total power consumption of roughly 9 watts, powered by our Lark LRO DSP
Apr 22, 2026
A research company reported that in the first quarter of 2024, 400GbE and 800GbE module shipments increased by more than 25% month-on
Apr 30, 2026
The Optics Module market is expanding rapidly, driven by data center proliferation and 5G deployment. Analyze the 12% CAGR to $42 billion by
Nov 25, 2025
JinkoSolar Holding reported first quarter 2026 revenue of $1.78 billion (RMB12.25 billion), declining 30 percent sequentially and 11.5 percent year-over-year due to lower module shipment
Jun 01, 2026
Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels,
Jan 26, 2026
Additional highlights from the 1Q 2026 Optical Transport Quarterly Report: The market grew 20 percent year-over-year in 1Q 2026 due to double-digit revenue increases in both WDM
Aug 08, 2025
Well over 3 million high-speed datacom modules were shipped this quarter in support of AI cluster interconnect and traditional computing applications.
Aug 05, 2025
Compared with the fourth quarter of 2025, when net profit was 3.665 billion yuan, first-quarter profit increased 56%, making the quarter a new record for the company, according to the
Oct 15, 2025
“We estimate that the Optical Transport market grew 20 percent year-over-year in the first quarter of this year, driven by demand for data center
Oct 20, 2025
First Quarter 2026 & Subsequent Operational Highlights Announced strategic collaboration with Fabric.AI to jointly develop Neural I/o™, a MicroLED-based optical interconnect
Jun 01, 2026
However, the earnings call revealed the most critical development: its high-end 800G/1.6T optical communications module production line will be completed by Q4, with an annual
Nov 17, 2025
Positive Sentiment: Optical circuit switch (OCS) demand accelerated materially—backlog surged to well north of $400 million, most slated for
Oct 13, 2025
Lumentum is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on
We Look Forward to Working with You