Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers

As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based solutions can no longer keep pace with the low-latency, high-bandwidth demands of model training and inference. That bottleneck is accelerating the industry’s shift to optical communications as the backbone of next-generation computing.

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Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue

Macnica Anstek, Japan-based Macnica’s subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside growing AI-related applications. The company forecasts monthly revenue surpassing NT$700 million (around US$22.9 million) in the second half of 2025, anticipating a full-year performance exceeding that of 2024.

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Horizon Robotics cements lead in China’s auto driving chips, eyes full autonomy within a decade

China’s fast-growing autonomous driving market has cemented Horizon Robotics as the country’s leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567 billion (approx. US$219 million), a 67.6% increase from a year earlier. Founder and CEO Yu Kai said adoption is shifting from advanced driver-assistance systems (ADAS) to robotaxi platforms, predicting full-scale autonomous driving within five to ten years. He added that Horizon will begin collaborations with robotaxi operators in the second half of 2025.

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Tex Year Industries to adjust production across Asia and Americas amid geopolitical pressures

Tex Year Industries is set to optimize its manufacturing operations across Taiwan, Vietnam, the US, and other Asian locations in response to ongoing tariffs and geopolitical challenges. The company anticipates revenue growth in the second half of 2025 compared with the first half but projects a slowdown in full-year revenue relative to 2024.

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