photonics

A research paper exploring the dynamics of photons under non-Abelian electric fields, likely introducing novel theoretical insights into quantum photonic behavior.

Researchers at Peking University propose a novel nanoscale undulator using coupled nanowire pairs to generate tunable femtosecond coherent radiation, offering a compact alternative for on-chip light sources and ultrafast imaging.

This article provides a detailed analysis of investor Serenity's bullish thesis on AAOI (Applied Optoelectronics) from $28 to $195. The core argument is that AAOI, as an optical module company that manufactures its own laser chips, occupies a key node in the AI data center optical interconnect supply chain. Laser production capacity is becoming a bottleneck, so there is still room for market cap revaluation.

Nvidia unveiled its photonics co-packaged optics switch with Lambda, aiming to reduce power consumption and failure points in large GPU clusters for AI workloads.

An interactive map of the co-packaged optics supply chain mapping 90 companies, published as part of a field guide on AI semiconductor supply chains.