Furukawa Electric Co., Ltd. newly developed the compact 12-fiber optical connector suitable for CPO (Co-Packaged Optics). An epoch compact multi-fiber optical connector suitable for CPO ...

TOKYO, JAPAN - Media OutReach Newswire - 27 March 2025 - Furukawa Electric Co., Ltd. newly developed the compact 12-fiber ...

Corp and Lumentum Holdings (NASDAQ:LITE) to Strong Buy from Outperform, citing robust growth in AI-related backend transceiver sales and a recovering telecom market. The firm sees concerns over ...

Concerns about CPO disrupting pluggable transceivers are overstated, Raymond James noted. Coherent and Lumentum possess critical technologies across VSCEL, SiPh, and EML-based transceivers and CPO ...

Nubis Communications, a leader in high-density optical interconnect solutions for AI networks, and Samtec, the service leader in the connector industry, will exhibit their joint copper and optical ...

The revised model by Raymond James predicts significant growth in the A.I. backend transceiver market ... show could bring more clarity to the CPO market and potentially serve as a positive ...

Nvidia’s Spectrum-X and Quantum-X switches use silicon photonics to deliver higher bandwidth and lower energy consumption, ...

The firm believes concerns about Co-Packaged Optics (CPO) are exaggerated. It has revised its datacom optical model, forecasting $22.2 billion in AI backend transceiver sales by 2030, with a ~30% ...

Shares of materials and photonics company Coherent (NYSE:COHR) jumped 12.6% in the afternoon session after Raymond James ...

Chiplets are the only viable solution to maintain the annual cadence of hardware upgrades that AI scaling demands.

and emerging CPO/LPO form-factors. The model also includes projections for non-A.I. datacom sales. According to the new model, A.I. backend transceiver sales are expected to reach $22.2 billion by ...

The revised model by Raymond James predicts significant growth in the A.I. backend transceiver market ... that the upcoming OFC trade show could bring more clarity to the CPO market and potentially ...