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Optical Modules

Demand and capacity shifts driven by high-speed optical modules, optical engines, and AI compute clusters.

22 items PicksRelated topicsSilicon Photonics and CPOLumentum

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Items 21–22 of 22
Sep 21Mon
  1. OFweek Optics Network · NewsOptics industryOptics and AI65

    Huawei Teams Up with Xi'an Institute of Optics and Precision Mechanics on AI + Optics; Ascend 960 SuperPod Uses NPO

    Huawei and the Xi'an Institute of Optics and Precision Mechanics have signed a strategic cooperation agreement, making AI + optics a core focus, with Huawei pledging priority support in computing resources and AI teams. Earlier, on September 17, Huawei unveiled the Ascend 960 superpod using near-package optics (NPO) at Huawei Connect 2026, employing 5,500 in-house Hi-ONE optical engines.

    Why we recommend it: The source text places the industry-academia partnership alongside the NPO superpod, showing Huawei's overall strategy in optical interconnects and AI optics

Sep 20Sun
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI61

    CIOE 2026 Observations: Why NPO Is the Optimal Choice for Cloud Giants

    The 27th CIOE drew nearly 190,000 visits over three days, up 32% year on year. NPO (near-package optics) products from major domestic optical module makers made a concentrated appearance. NPO moves the optical engine from the switch front panel to near the ASIC package without soldering it to the switch chip, balancing power consumption and serviceability.

    Why we recommend it: The source text explains the trade-offs of NPO versus CPO and pluggables, helping to understand cloud vendors' selection logic