Story thread · 2 reports / 1 sources

Win Semiconductors expands optical communications capacity with DUV tools

digitimes.com · 1dShare

Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting toward combined optical-and-copper solutions, while optical communications rapidly advances toward 800G and 1.6T, prompting compound semiconductor foundry Win Semiconductors to expand its photodiode (PD) and laser diode (LD) capacity and co-develop 200G components with customers.

First report: Tyntek optical communications MPD ramps quarterly, 2027 capacity triples — digitimes.com, 3d