Optical Interconnect– tag –
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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... -
YieldWerx Analyzes 2026 Photonics & Optical I/O Trends: In-Package Optical I/O Becomes Essential for AI Workloads
yieldWerx USA Overview YieldWerx has released an analysis of key trends and challenges in photonics and optical I/O for 2026, highlighting that optical interconnects are undergoing a dramatic shift from system-to-system to in-package com... -
STMicroelectronics Launches 300mm Wafer Production of PIC100 Silicon Photonics for AI Data Centers
EE Times International Overview STMicroelectronics has begun mass production of its PIC100 silicon photonics platform on 300mm wafers to meet the escalating demands of AI data centers. This platform integrates BiCMOS for laser drivers wi... -
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... -
AI ETF AGIX Adds Private Photonics Pioneer Ayar Labs, KraneShares Launches Photonics ETF LUMA, Signaling Surge in Optical Interconnect Investment
ETF Stream (via KraneShares) USA Overview The AI-focused ETF, AGIX, has added Ayar Labs, a private company pioneering optical interconnect and Co-Packaged Optics (CPO), to its portfolio. This inclusion indicates growing investor confiden... -
Silicon Photonics Emerges as Key for AI Data Centers, Driving 800G/1.6T Transceivers and CPO Integration to Overcome Electrical Limits
MarketWise USA Overview As AI infrastructure approaches the limits of electrical interconnects, silicon photonics is rapidly becoming the essential technology for achieving high bandwidth and efficiency in data centers. The commercial de...
