行业观察

News: Markets 20 March 2026 AI optical transceiver market to grow 57% to US$26bn in 2026 Market analyst firm TrendForce forecasts that the global AI-focused optical transceiver market will rise at mor

News: Suppliers 20 April 2026 UK Semiconductor Centre appoints director of international partnerships The UK Semiconductor Centre (UKSC) has appointed Brian Robertson as director of international part

News: Microelectronics 17 April 2026 Infineon’s rad-hard devices used aboard NASA’s Artemis II Orion capsule Infineon Technologies AG of Munich, Germany says that radiation-hardened (rad-hard) devices

News: LEDs 17 April 2026 SemiLEDs’ quarterly revenue more than halves For its fiscal second-quarter 2026 (to end-February), LED chip and component maker SemiLEDs Corp of Hsinchu, Taiwan has reported r

News: Optoelectronics 20 April 2026 AOI receives new $71m upsized order for 800G data-center transceivers Applied Optoelectronics Inc (AOI) of Sugar Land, TX, USA (a designer and manufacturer of optic

News: Suppliers 22 April 2026 CVD Equipment demonstrates single-crystal SiC boule growth in collaboration with Stony Brook CVD Equipment Corp (CVDE) of Central Islip, NY, USA (a designer and maker of

News: Microelectronics 21 April 2026 Quinas advances ULTRARAM development with atomic-scale processing at KAUST Core Labs Quinas Technology Ltd of London, UK (which was spun off from Lancaster Univers

News: Optoelectronics 20 April 2026 InPHRED expands into data-center optical interconnect market with InP VCSEL and micro-RC-LED solutions InPHRED Inc of Boston, MA, USA (a developer of next-generatio

News: Suppliers 21 April 2026 AXT prices $550m public offering at $64.25 per share to raise $550m AXT Inc of Fremont, CA, USA — which makes gallium arsenide (GaAs), indium phosphide (InP) and germaniu

News: Optoelectronics 20 April 2026 AOI adding manufacturing capacity in Houston area Applied Optoelectronics Inc (AOI) of Sugar Land, TX, USA (a designer and manufacturer of optical and hybrid fibre-

News: Microelectronics 22 April 2026 Bosch sampling third-generation SiC chips to global automakers Germany-based Bosch Group has started to introduce third-generation silicon carbide (SiC) chips and

News: Suppliers 21 April 2026 AXT announces public offering AXT Inc of Fremont, CA, USA — which makes gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) substrates and raw materials at

News: Microelectronics 22 April 2026 TU Delft’s Karen Dowling receives NWO Open Competition ENW-XS grant Dr Karen Dowling of the Microelectronics Department in the Faculty of Electrical Engineering, M

News: Markets 22 March 2026 Power electronics market to grow at 10% CAGR to over $65bn by 2036 OEMs across power electronics applications are demanding increased efficiency and power density for power

News: Suppliers 23 April 2026 CSA Catapult issues annual report for 2024–25 The UK’s Compound Semiconductor Applications (CSA) Catapult has published its Annual Report for 24–25, highlighting the impa