Samsung Foundry is reportedly stepping up its silicon photonics efforts. According to ZDNet, the company said in its 1Q26 earnings release that its foundry has secured orders from a major optical communication module provider. Today I received an unexpected LPO order. Samsung Electronics said it is currently in talks with several major. KUALA LUMPUR: EG Industries Bhd said its wholly-owned subsidiary SMT Technologies Sdn Bhd has secured an order for US$241. 18mil) of high-speed 800G optical modules and wireless access-related products from an existing customer. This sell-off is attributed to excessively high market expectations and stretched valuations, with current performance insufficient to justify current stock. An optical module is a typically hot-pluggable optical transceiver used in high-bandwidth data communications applications.
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