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News
July 2026 Atlas 950 SuperPoD: Achieves All-Optical Interconnection with Superior Cost and Power Efficiency
1+ day, 5+ hour ago (123+ words) LightCounting reports on highlights from WAIC 2026 Huawei’s Atlas 950 SuperPoD made its first public appearance at WAIC 2026, serving as the conference’s main highlight. The showcased system combined 1,024 Ascend 950 NPUs into a SuperPoD, using UnifiedBus (UB) 2.0 communication protocol and a hybrid mesh…...
VCSEL Technology Advances as Standards and Applications Expand
2+ week, 21+ hour ago (155+ words) LightCounting VCSEL Technology Advances as Standards and Applications Expand LightCounting reports on highlights from IPEC Multimode Forum The emerging picture for VCSELs and particularly multimode-based ones are both encouraging and cloudy. As the above chart shows, there are numerous advantages…...
July 2026 VCSEL Technology Advances as Standards and Applications Expand
2+ week, 1+ day ago (146+ words) LightCounting Jul 15, 2026 - Jul 15, 2026 Aug 11, 2026 - Aug 12, 2026 Sep 09, 2026 - Sep 11, 2026 January 2026 Vendors & Markets for Optics in China November 2025 Q3 financial results set new records LightCounting – The name alone is what sets us apart and what defines us as a company. 20 years ago, LightCounting began…...
AI to Reshape Optical Networking in China
1+ mon, 6+ day ago (42+ words) LightCounting AI to Reshape Optical Networking in China LightCounting reports on highlights from OptiNet China 2026 Ready to connect with LightCounting? Enabling effective decision-making based on a unique combination of quantitative and qualitative analysis....
June 2026 AI to Reshape Optical Networking in China
1+ mon, 1+ week ago (46+ words) LightCounting June 2026 AI to Reshape Optical Networking in China LightCounting reports on highlights from OptiNet China 2026 Ready to connect with LightCounting? Enabling effective decision-making based on a unique combination of quantitative and qualitative analysis....
Acacia is on fire and so is the broader transceiver market
1+ mon, 1+ week ago (177+ words) LightCounting Acacia is on fire and so is the broader transceiver market LightCounting releases Q2 Quarterly Market Update – June 2026 Many companies set new records in Q1 2026, led by Innolight – up 207% y-o-y, as we reported in our early results research note, released on…...
LightCounting:: Record Sales, Profits, and Backlog Across the Supply Chain. Can This Get Any Better?
2+ mon, 1+ week ago (95+ words) Record Sales, Profits, and Backlog Across the Supply Chain. Can This Get Any Better? LightCounting Record Sales, Profits, and Backlog Across the Supply Chain. Can This Get Any Better? LightCountingreleases a research note on the early financial results for Q1 2026 Complete…...
May 2026 Record Sales, Profits, and Backlog Across the Supply Chain. Can This Get Any Better?
2+ mon, 1+ week ago (99+ words) LightCounting May 2026 Record Sales, Profits, and Backlog Across the Supply Chain. Can This Get Any Better? LightCountingreleases a research note on the early financial results for Q1 2026 Complete analysis of Q1 2026 results and financial trends of the CSP, TSP, equipment, optical components,…...
How AI is Reshaping the Optical Industry
3+ mon, 2+ week ago (45+ words) LightCounting How AI is Reshaping the Optical Industry LightCounting releases a research note on highlights from Optica’s Executive Forum Ready to connect with LightCounting? Enabling effective decision-making based on a unique combination of quantitative and qualitative analysis....
March 2026 OFC: Bringing Order to AI’s Scaling Challenges
3+ mon, 3+ week ago (57+ words) LightCounting March 2026 OFC: Bringing Order to AI’s Scaling Challenges By Roy Rubenstein, Carol Cao, Stelyana Baleva, Daryl Inniss, Bob Wheeler, Erik Kreifeldt, Igor Lomtev, and Vlad Kozlov Ready to connect with LightCounting? Enabling effective decision-making based on a unique combination…...