AES Semigas

Honeywell
4 June 2026

AI data-center expansion to drive monthly capacity of EML and CW-DFB lasers to 50.7 million in 2026

Broadcom, Lumentum and Sumitomo Electric to comprise 55% of market, says TrendForce

3 June 2026

From road to rack: 800V EV innovations redefining AI data-center power architecture

Power electronics market for data centers to grow 2.5-fold by 2036, forecasts IDTechEx

19 May 2026

Photonic integrated circuits to comprise US$12.6bn quantum technology materials market by 2046

Quantum technologies pushing PICs beyond silicon and silica

11 May 2026

Micro-LED CPO optical transceiver market to reach $848m by 2030

Shipments to begin scaling significantly in second-half 2028

1 May 2026

Smartphone shipments grow 1% year-on-year in Q1 to 298.5 million units

…but correction expected in Q2 and second-half 2026

22 April 2026

Power electronics market to grow at 10% CAGR to over $65bn by 2036

Wide-bandgap semiconductors supporting higher-voltage operation and new power architectures across data centers, EVs and renewables

20 April 2026

AI optical transceiver market to grow 57% to US$26bn in 2026

Component shortages to be main capacity expansion bottleneck

9 March 2026

Smartphone production grows 2.5% to 1.25 billion units in 2025

Apple and Samsung each produced nearly 240 million units

Bruker
LayTec

Microelectronics UK

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