www.techflowpost.com
2026-08-13
Nomura’s latest research report confirms that Lumentum’s Q4 FY26 financial results further validate the structural trend of global optical chip supply shortages. Lumentum’s Q2 FY26 revenue surged 109% YoY to $1.01 billion, with strong demand for all laser product categories, particularly narrow-line
semiengineering.com
2026-07-23
As demand for high-speed, low-power optical interconnects grows in AI infrastructure, data centers, and communications systems, silicon photonics is transitioning from specialized research to mainstream semiconductor design. However, existing electronic design automation (EDA) flows struggle to hand