AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics
Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets
Uncle Sam sees the light, offers GlobalFoundries $300M to pursue silicon photonics while taking 1% stake
Silicon photonics won’t matter ‘anytime soon’ says Broadcom CEO
Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers
AMD buys silicon photonics startup Enosemi to fuel its AI ambitions
Chip war: China claims breakthrough in silicon photonics that could clear technical hurdle
Chip war: China claims breakthrough in silicon photonics that could clear technical hurdle
TSMC Jumps Into Silicon Photonics, Lays Out Roadmap For 12.8 Tbps COUPE On-Package Interconnect
