NuAxiSemiconductor trade intelligence
Airoha targets multibillion growth as 100G ramps, 200G tapes out
What happened
Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as its 100G pulse-amplitude modulation (PAM4) digital signal processor (DSP) shipments ramp and its 200G product targets tape-out by the end of the year; the 200G tape-out remains a target and is not confirmed as completed. The company also reported record quarterly revenue and profit in the third quarter of 2026, driven by its wired networking infrastructure and wireless edge AI businesses.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
100G PAM4 DSP200G productoptical communications products
AirohaMediaTek
optical communicationsPAM4 DSP100G200Gtape-outrecord revenue
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
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