AI datacenter 1.6T optical transceivers, vertical integration edge, valuation risks, and key upside catalysts—read now.

Former SpaceX engineers raise $50M for Mesh Optical Technologies to manufacture data center optical transceivers in the US, targeting $10.5B market by 2033.

Last year, Semtech released the LR2021 LoRa Plus transceiver chip, designed to address the low data-rate issue associated with LoRa, but surprisingly, ...

Inneos introduces Cheetah, a 25G optical transceiver built on its OptoBGA platform. Supports high-speed data transmission in applications where copper-based interconnects face constraints related to ...

Monolithic Power Systems delivered a solid fourth quarter, with results surpassing Wall Street’s revenue and profit estimates ...

The article " 3 High-Growth Unknowns in Photonics That Are Vital for AI " first appeared on MarketBeat.

GlobalFoundries reiterated Buy with a $54.52 target on Q4’25 margin expansion and silicon photonics/GaN growth. Click here to ...

SAXONBURG, Pa., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, proudly ...

Tower Semiconductor Ltd. (NASDAQ:TSEM) Q4 2025 Earnings Call Transcript February 11, 2026 Tower Semiconductor Ltd. beats ...

Abstract: High-speed intrasatellite networks are needed to interconnect units such as synthetic aperture radars, high-resolution cameras, and fast image-compression processors that produce data beyond ...

Abstract: Fifth-generation cellular communication standards (5G) target Gb/s data-rates, pushing the industry beyond the sub-6GHz bands. Tens of GHz of spectrum are available in the frequency bands ...

Sequans Communications S.A. (NYSE:SQNS) Q4 2025 Earnings Call Transcript February 10, 2026 Operator: Welcome to the Fourth Quarter and Full Year Sequans Earnings Conference Call 2025. My name is ...