Co-packaged Optics– tag –
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Besi Semiconductor Reports Doubled Quarterly Orders Driven by Soaring AI and Hybrid Bonding Demand, Expanding Customer Base
WHTC (Reuters) Netherlands Overview BE Semiconductor Industries (Besi) announced a more than twofold increase in quarterly orders year-over-year, driven by robust demand from AI, hybrid bonding, photonics, and data centers. The company's... -
Marvell’s Celestial AI Acquisition Reduces Interconnect Power by >80%; GlobalFoundries Forecasts Doubling Silicon Photonics Revenue by 2025
NAI 500 USA Overview Silicon photonics is solving the 'copper problem' in AI clusters, enabling faster data speeds, increased bandwidth, and reduced power consumption. Marvell acquired Celestial AI, reducing interconnect power consumptio... -
Marvell Technology Strengthens On-Chip Optical Expertise with Celestial AI Acquisition, Leading AI Market with 1.6T and 3.2T Optical Solutions
Kavout USA Overview Marvell Technology is strategically addressing the need for faster, more efficient data movement within and between AI clusters by integrating Celestial AI's on-chip optical expertise into its portfolio. Its electro-o... -
UMC Ships First Silicon Photonics Wafers, Tower Semiconductor Invests $3 Billion in Japan: AI Data Center Demand Accelerates Global Optical Tech Expansion
PhotonCap International Overview UMC has shipped its first mass-produced silicon photonics wafers from its Singapore 12-inch fab, while Tower Semiconductor announced a $3 billion investment in Japan to expand 300mm silicon photonics manu... -
Lightmatter Reports Optical Interconnects Achieve 100x Data Transfer Speed, Up to 5x Power Efficiency as AI Industry Races to Scale Integration
Tom's Hardware USA Overview As copper wiring approaches its physical limits, photonic interconnects are rapidly emerging as an innovative solution for AI workload data centers. Lightmatter's CEO states that optical interconnects can boos... -
Marvell Asia Leads Optical Transceiver Photonic Integration Patents Amidst Accelerating Entry of TSMC, Intel, and Other New Players
Patsnap International Overview The field of photonic integration for optical transceivers is experiencing active growth, with Marvell Asia holding the lead in patent families. New entrants like TSMC, Intel, Lyte AI, and Lipac indicate wi... -
TSMC Unveils Next-Gen ‘COUPE’ Silicon Photonics Platform for AI Optical Interconnect, Targeting 1.6 Tb/s Optical Engines by 2026
Tech Investments Taiwan Overview TSMC has announced 'COUPE,' a silicon photonics platform for co-packaged optics (CPO) in the AI era. COUPE innovatively stacks two dies—a photonic IC and an electronic IC—using SoIC bonding, placing the o... -
Lightmatter’s Photonic Processor Achieves ~10x AI Workload Speedup and 3.5-5x Power Efficiency Over GPUs
Daily Maverick USA Overview Lightmatter's photonic processor has demonstrated the ability to execute AI workloads approximately 10 times faster than traditional GPUs, while also improving power efficiency by 3.5 to 5 times. This achievem... -
Tower Semiconductor Invests $3 Billion in Japan with METI Support, Reviving Fab for 300mm Silicon Photonics Manufacturing
Tom's Hardware Japan Overview Tower Semiconductor has announced a $3 billion investment, backed by Japan's Ministry of Economy, Trade and Industry (METI), to expand its semiconductor operations in Japan, focusing on 300mm silicon photoni... -
SILITH Technology Receives First Mass-Produced Silicon Photonics Wafers from UMC’s Singapore 12-inch Fab
Semiconductor Today Singapore Overview SILITH Technology, a Singaporean fabless silicon photonics company, has received its first mass-produced photonic IC wafers from UMC's 12-inch fab in Singapore. This collaboration aims to scale up n...
