Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as

The high-end Spectrum-X Photonics configuration runs 512 ports at 800 Gb/s for 400 Tb/s of switching, and Quantum-X Photonics InfiniBand runs 144 ports at 800 Gb/s. Co-packaging also shifts the laser type toward high-pow…

Memory maker SK hynix’s profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth earnings as expectations out

CXMT closed its Shanghai debut up 466% on Monday after raising 57.92 billion yuan for DRAM wafer lines, and a report last week put China at low-volume production of domestic immersion DUV scanners running to around five …