OFC 50 : Nvidia Copper Interconnection - SEMI VISION 02/07/2025, 16:04 OFC 50 : Nvidia Copper Interconnection Original Articles by SemiVision Research (Nvidia) SEMI VISION APR 08, 2025 · PAID Share OFC : Nvidia Copper Interconnection If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights. How TSMC's Silicon Photonics Could Impact NVIDIA's Future 2025 GTC Review: The Silicon Pho ...

Core Insights - Coherent Corp. will showcase its innovative photonics products and technologies at Laser World of Photonics 2025 in Munich, Germany, from June 24-27 [1][2] - The event serves as a global platform for demonstrating advancements in photonics, highlighting Coherent's role in shaping the industry's future through transformative technologies and partnerships [2] Recent Product Announcements - The introduction of an industry-first 600W excimer laser that doubles throughput and triples runtime for high-volume HTS tape production, supporting applications in fusion energy and MRI [3] - Launch of an 18W 880 nm single-emitter laser diode designed for efficient pumping of DPSS lasers, enhancing performance in industrial and scientific applications [4] - A new two-micron thulium fiber laser aimed at improving precision and efficiency in urology treatments, offering compact and energy-efficient solutions [5] - High-performance disposable surgical fibers designed for laser lithotripsy and medical procedures, providing superior durability and energy transmission [6] - A compact 500W air-cooled diode laser system for polymer welding, simplifying OEM integration and enhancing productivity [7] - The FACTOR series diode pumps now feature higher output power and new wavelengths, supporting scalable production for medical and industrial applications [8] - The expanded PowerMax™ line includes a new high-power sensor capable of measuring laser power up to 15 kW, enhancing safety and accuracy in industrial environments [8] Integrated Photonics Forum - The opening keynote titled "Unlocking Revolutionary Frontiers in Technology" will be presented by Dr. Sanjai Parthasarathi on June 24 [9] - Various talks and panel discussions will cover trends, challenges, and advancements in the industrial laser industry, featuring multiple expert speakers throughout the event [15]

Core Insights - Coherent Corp. has announced significant upgrades to its FACTOR series of fiber-coupled diode pumps, enhancing output power, efficiency, and locking range for pump modules at 976 nm, along with introducing a new high-power pump module at 793 nm to cater to the medical and industrial laser markets [1][2]. Group 1: Product Enhancements - The upgraded FACTOR series now features increased output power and improved efficiency, making it more competitive in the market [1]. - A new high-power pump module at 793 nm has been introduced to meet the rising demand in medical and industrial applications [1]. Group 2: Benefits for OEM Manufacturers - OEM laser manufacturers can leverage the FACTOR series for its reliable performance, which is achieved through automated, in-house micro-optics assembly, ensuring high consistency and reliability [2]. - The system is designed for easy integration into existing OEM laser systems, simplifying handling and installation [2]. - The FACTOR series is volume-ready, supporting scalable manufacturing to meet high-volume demands and align with production cycles [2]. Group 3: Strategic Importance - The FACTOR series is a cornerstone of Coherent's product portfolio, powering a wide range of solid-state lasers across various applications, reinforcing its position as a leading choice for OEM laser manufacturers [3].

RIBER reaffirms its strategic roadmap at the Annual General Meeting held on June 18, 2025 Bezons, June 18, 2025 - 5:45 PM - RIBER, a global market leader for molecular beam epitaxy (MBE) equipment for the semiconductor industry, held its Annual General Meeting today, chaired by Mrs. Annie Geoffroy, Chairwoman of the Company’s Board of Directors. All of the resolutions submitted to the vote were approved, including: The approval of the statutory and consolidated financial statements for the 2024 financial ye ...

RIBER completes phase I of ROSIE with a partnership agreement signed with NQCP, a leading research center in Denmark Bezons (France), June 17, 2025 – 6:00pm (CET) – RIBER, the global leader in Molecular Beam Epitaxy (MBE) equipment for the semiconductor industry, announces the signing of a three-year collaborative partnership with the Novo Nordisk Foundation Quantum Computing Programme (NQCP), a world-class research center based in Denmark. A strategic partnership to qualify the ROSIE process, the first ...

Market and Growth - The AI photonics market is experiencing rapid growth, with a Compound Annual Growth Rate (CAGR) exceeding 25%[22] - The AI photonics market is expected to grow from $10 billion in 2024 to over $30 billion in 2029[22] - Lumentum aims to achieve over $3 billion in annual revenue, driven by AI photonics leadership, with an operating margin exceeding 20%[31] Technology and Innovation - InP (Indium Phosphide) is becoming increasingly important for higher data rate lane speeds, improving power-per-bit efficiency[40] - Lumentum's InP solutions are projected to constitute 61% of lanes in 2029, compared to 81% in 2024, while VCSEL solutions will constitute 39% of lanes in 2029, compared to 19% in 2024[40] - Differential-drive EML (Electro-absorption Modulated Laser) technology can reduce power consumption by 10-15% at 200G lane speeds compared to CW-SiPho solutions[51] - Advanced InP laser roadmap offers multiple pathways to reduce power consumption, with potential power reductions of approximately 40% for LPO transceivers and 45% for CPO pluggable solutions[56] Optical Switching (OCS) - Optical switching can achieve over 65% power reduction in 100K-scale GPU deployments[73] - The market opportunity for optical circuit switching (OCS) is projected to exceed $1.5 billion by 2029[73] Financial Targets - Lumentum is targeting an operating margin exceeding 20% at >$3 billion annual revenue[111] - Lumentum's FY25 consensus operating margin is 8.4%, with a target to expand this by over 1,100 bps (basis points) primarily driven by Cloud & AI[105]

12 June 2025 | 9:11PM HKT GC Tech: Focuslight (688167.SS): Laser and Optics components, rising demand from local SPE and data center We talked to Focuslight (688167.SS, not covered) management recently. Key takeaways 1. Key growth drivers in 2025: Management views laser and optical products for (1) pan-semiconductor, (2) optical communication, (3) AR/ VR market as key drivers this year, and expects to see double digit revenues YoY growth in 2025E. The company has global customer base and is shifting some of ...

如果您希望可以时常见面，欢迎标星收藏哦~ 尽管已经发现了数百种二维材料，但将它们组合成全新的材料仍然是一项挑战。大多数尝试都是像 卡片一样堆叠这些层，但这些层之间的相互作用通常很弱。 "各层之间并不是简单地相互叠加；电子会移动并形成新的相互作用和振动状态，从而产生任何一 种材料本身都不具备的特性。"研究第一作者、莱斯大学博士生Sathvik Iyengar说。 更重要的是，艾扬格指出，这项新技术可以应用于各种二维材料，从而可以设计用于量子器件、光 子学和下一代电子产品的混合材料。 艾扬格补充道："它为结合全新的二维材料打开了大门，例如将金属与绝缘体或磁铁与半导体结合 起来，从头开始创造定制材料。" 该团队开发了一种两步单反应方法，从含有硅和碳的液体前体中生长出石墨烯。通过在加热过程中 仔细调节氧气含量，他们首先形成石墨烯，然后改变条件以促进二氧化硅层的形成。 为了实现这一目标，研究人员与印度贝拿勒斯印度大学客座教授 Anchal Srivastava 合作，历时数 月，构建了一个定制的高温低压装置。 艾扬格表示："正是这种装置使得合成成为可能。最终得到的材料是一种真正的混合物，具有新的 电子和结构特性。" 来 ...

27 May 2025 | 8:44AM CST YJ Semitech (688498.SS): TechNet China 2025: CW laser ramp remains the primary driver for 2025; Sell | Technet China | | --- | We hosted YJ Semitech at GS TechNet China 2025 conference. Key investors' focus during the meeting was on the company's CW laser ramp outlook, margin dynamics, and scope for EML expansion. The company echoed the supply tightness in laser chips (EML and CW lasers) and maintained that its CW laser will see meaningful shipment ramp in coming quarters. In the me ...

27 May 2025 | 8:44AM CST YJ Semitech (688498.SS): TechNet China 2025: CW laser ramp remains the primary driver for 2025; Sell We hosted YJ Semitech at GS TechNet China 2025 conference. Key investors' focus during the meeting was on the company's CW laser ramp outlook, margin dynamics, and scope for EML expansion. The company echoed the supply tightness in laser chips (EML and CW lasers) and maintained that its CW laser will see meaningful shipment ramp in coming quarters. In the meantime, the company has pl ...