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Semiconductor Today October 19, 2026 positive

Six leading opto component makers bet on VCSEL near-packaged optics

BroadcomHiSiliconAI / LLMSemiconductorsSupply ChainData Center
TrendForce’s latest report ‘2027 Infrared Sensing and Optical Communication Market Trend’ shows that rapidly growing demand for data transmission in expanding data-center networks is increasing interest in vertical-cavity surface-emitting laser (VCSEL)-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&D...
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