Ciena reported record orders of $7. 8B for fiscal 2025, driven by hyperscaler demand for optical networking gear to support AI data centers. The buildout reflects a. Optical communications are emerging as the next AI computing infrastructure frontier, driven by data interconnection bottlenecks. 6T optical modules, amplified by Nvidia's strategic investment. During the National Day holiday, the mutual investment among American tech giants, with a spiraling ascent on both feet, has also brought tangible. According to the latest June 2025 Quarterly Market Update by renowned research firm LightCounting, the global optical transceiver market is set to rebound in Q2 2025 with a projected 10% quarter-over-quarter growth. The orders span Veeco's Spector Ion Beam Deposition (IBD), Lumina MOCVD, and WaferEtch wet. According to ZDNet, the company said in its 1Q26 earnings release that its foundry has secured orders from a major optical communication module provider. Samsung Electronics said it is currently in talks with several major global customers on commercialization and plans to begin mass production.
[PDF Version]