NuAxiSemiconductor trade intelligence
Lumentum, Astera Labs and Corning demo 1060nm VCSEL-based PCIe-over-optics for AI rack-scale connectivity at OCP Global Summit
What happened
Lumentum, Astera Labs, and Corning demonstrated 1060nm VCSEL-based PCIe-over-optics at OCP Global Summit for AI rack-scale connectivity.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
VCSELOptical InterconnectMulti-mode Fiber
Lumentum Holdings IncAstera Labs IncCorning Inc
VCSELOpticalAIOCP
Source and time
Source: Semiconductor Today · 10/13/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders