The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, ...

Shares of Chinese optical transceiver makers fell following a report of a potential U.S. ban on imports of new models of Chinese optical components, the latest hit to sentiment on Chinese ...

Semtech Q2 FY2027 earnings hit a record $341.9 million, up 33% year over year, as AI data center revenue surged 91% to $100 ...

Shares of Chinese optical module makers such as Zhongji Innolight slumped on Wednesday after a Reuters report that the Trump ...

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint ...

A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, ...

Reuters says the FCC is drafting curbs on new Chinese optical transceivers. No rule is published yet, but AAOI, Coherent and Lumentum already repriced.

In the AI era, improving energy per inference means looking beyond the GPU and examining every watt consumed across the ...

NationGate Holdings Bhd is expected to see a sharp earnings recovery in its financial year ending Dec 31, 2027 (FY27), with ...

FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity Shares of China's leading ...

KraneShares' Photonic and Optical ETF is designed to capture the long-term growth opportunity created by the structural shift from electrons to photons.