As AI workloads hit data movement bottlenecks, MIT spinoff Lightmatter is betting that photonics, not more transistors, holds the key to next-generation infrastructure. After years of pioneering photonic computing, Lightmatter is moving from research to commercialization. Its flagship interconnect products — Passage M1000 and L200 — are set to enter production in 2025 and 2026.

Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025, outbound investment filings from the sector soared ninefold, with companies channeling funds through offshore tax havens such as the British Virgin Islands and the Cayman Islands to establish assembly plants in the US and Mexico.

China’s leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already cut export tax rebates on solar cells to 9% from 13% in a bid to halt overseas dumping. Market participants now expect that authorities may eliminate rebates entirely within six months.

据报道，欧盟委员会7月18日宣布接受康宁公司的承诺，以确保手机盖板玻璃供应的市场竞争。