According to data from AICC Industry and Research Institute, the construction of AI computing power interconnection infrastructure has promoted the rapid growth of the 400G and 800G optical module markets in 2025, and the industry generally expects that 1.6T optical modules will be commercialized on a large scale in 2026, becoming the focus of competition in the global optical communication industry. The exponential increase in the technical threshold has driven the market to concentrate on the

February 5, 2026, 6:30 AM Eastern Time – Tower Semiconductor, a leading foundry for high-value analog semiconductor solutions (Nasdaq/Tel Aviv Stock Exchange: TSEM), announced today that it is expanding AI infrastructure deployments through high-performance silicon photonics technology, which is used for 1.6T data center optical modules designed for NVIDIA network protocols. Tower Semiconductor's silicon photonics technology can provide data rates up to twice those of previous silicon photonics

In the investor Q&A, Zhongji Innolight introduced the company's core information such as operating performance, business progress and future development plans in 2025, and clarified the company's development trend and core layout direction in the optical module market.

Cisco took action at Cisco Live Amsterdam to bring hyperscale to a wider range of users, introducing new chips and systems for hyperscalers, AI-savvy service providers, and enterprises.