Silicon Photonics Technology Advancements

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Summary

Silicon photonics technology advancements are transforming the way computers and communication systems process and transfer data by using light instead of electricity, which allows for faster speeds and lower energy consumption. This innovative approach integrates photonic components onto silicon chips, enabling breakthroughs in AI acceleration, data center efficiency, and optical communications.

  • Upgrade data transfer: Explore silicon photonics to enable much faster and more energy-efficient communication between chips, which is crucial as traditional electrical methods hit their physical limits.
  • Boost AI performance: Take advantage of photonic chips for AI tasks, as they can execute complex operations in parallel using light, leading to quicker results and less heat.
  • Watch manufacturing trends: Keep an eye on industry shifts toward larger wafer sizes and new packaging solutions, as these improvements are key to making silicon photonics more accessible and affordable for widespread use.
Summarized by AI based on LinkedIn member posts
  • View profile for Deedy Das

    Partner at Menlo Ventures

    135,126 followers

    Using light as a neural network, as this viral video depicts, is actually closer than you think. In 5-10yrs, we could have matrix multiplications in constant time O(1) with 95% less energy. This is the next era of Moore's Law. Let's talk about Silicon Photonics... The core concept: Replace electrical signals with photons. While current processors push electrons through metal pathways, photonic systems use light beams, operating at fundamentally higher speeds (electronic signals in copper are 3x slower) with minimal heat generation. It's way faster. While traditional chips operate at 3-5 GHz, photonic devices can achieve >100 GHz switching speeds. Current interconnects max out at ~100 Gb/s. Photonic links have demonstrated 2+ Tb/s on a single channel. A single optical path can carry 64+ signals. It's way more energy efficient. Current chip-to-chip communication costs ~1-10pJ/bit. Photonic interconnects demonstrate 0.01-0.1pJ/bit. For data centers processing exabytes, this 200x improvement means the difference between megawatt and kilowatt power requirements. The AI acceleration potential is revolutionary. Matrix operations, fundamental to deep learning, become near-instantaneous: Traditional chips: O(n²) operations. Photonic chips: O(1) - parallel processing through optical interference. 1000×1000 matmuls in picoseconds. Where are we today? Real products are shipping: — Intel's 400G transceivers use silicon photonics. — Ayar Labs demonstrates 2Tb/s chip-to-chip links with AMD EPYC processors. Performance scales with wavelength count, not just frequency like traditional electronics. The manufacturing challenges are immense. — Current yield is ~30%. Silicon's terrible at emitting light and bonding III-V materials to it lowers yield — Temp control is a barrier. A 1°C change shifts frequencies by ~10GHz. — Cost/device is $1000s To reach mass production we need: 90%+ yield rates, sub-$100 per device costs, automated testing solutions, and reliable packaging techniques. Current packaging alone can cost more than the chip itself. We're 5+ years from hitting these targets. Companies to watch: ASML (manufacturing), Intel (data center), Lightmatter (AI), Ayar Labs (chip interconnects). The technology requires major investment, but the potential returns are enormous as we hit traditional electronics' physical limits.

  • View profile for Tiffany Janzen

    Founder of the #1 most followed tech platform across all social media YT, TikTok, IG (1M+) | Leading voice in tech trends, AI, DevRel, and providing explanations of complex tech concepts.

    45,824 followers

    The way we move data inside our chips is hitting a limit… Moving data with electrons is simply too heavy for the next generation of computing. Every time we push electricity through metal wires it creates friction. If we try to make chips move data any faster the resistance creates enough heat to melt the silicon. This is why AI power consumption is spiraling. Lightmatter found the solution…. Their platform called Passage replaces copper wires with Silicon Photonics. Instead of electricity it uses beams of light moving through microscopic glass tunnels. • Zero Mass: Photons move with no resistance and virtually no heat. • 100x Faster: Their M1000 chip moves 114 Terabits of data per second. This dwarfs traditional electronic interconnects. • Green AI: We can finally scale AI models to be 1000x smarter without overloading the global power grid. The future of computing is not just about smaller transistors. It is about moving at the speed of light!! 📚 Resources and Learn More • Lightmatter Official Press: “Lightmatter Unveils Passage M1000 Photonic Superchip” (March 2025). • Hot Chips 2025 Presentation: Darius Bunandar, “Passage M1000: 3D Photonic Interposer for AI.” • Lightmatter Technical Blog: “Seeing is Believing: A Technical Deep Dive into Lightmatter Hardware” (September 2025). • HPCwire Analysis: “Lightmatter Aims to Leapfrog I/O Limitations with 3D Photonic Interconnect” (December 2025). #techexplained #futuretech #ai

  • View profile for Kumar Priyadarshi

    Founder @ TechoVedas| Building India’s ecosystem one Chip at a time|Global Foundries| NUS| A-Star| IITB

    47,022 followers

    Silicon Photonics in 2026: The Shift From Trend to Transition LightCounting’s forecast—over 50% of optical transceiver sales using silicon-photonics modulators in 2026 up from 10% in 2018—represents a dramatic industry inflection. This shift is being driven by four major forces: ✅ 1. Explosive Bandwidth Demand from AI Clusters AI workloads (ChatGPT-class models, large-scale training clusters, hyperscale inference) require: • 800G → 1.6T optical transceivers • low power / low-latency interconnects • tight integration between compute and optics Electrical interconnects saturate around a few centimeters at >100 Gbps. Silicon photonics eliminates these physical limits, enabling co-packaged optics and eventually optical I/O directly integrated with advanced packaging. ✅ 2. Foundries Reconfiguring Their Roadmaps for SiPh The foundry landscape is shifting from small experimental lines to full commercial 300 mm manufacturing. The table you shared captures this transformation. ✅ 3. Wafer Transition: 200 mm → 300 mm This is one of the biggest structural shifts. Why 300 mm matters: • Better uniformity of waveguides and modulators • Higher yield for photonic components • Economies of scale similar to CMOS • Better compatibility with advanced packaging As transceiver volumes scale with AI datacenters, 200 mm lines (like Tower’s current base) cannot meet hyperscale demand. Most commercial deployment in 2026+ will rely on 300 mm. ✅ 4. Packaging Becomes the Real Battlefield Silicon photonics != complete system The real bottleneck is packaging and fiber alignment. Three major approaches are emerging: 1. Co-Packaged Optics (CPO) Optical engines integrated beside switch ASICs. TSMC and Nvidia are pushing this. 2. Pluggable Transceivers Using SiPh Still dominant today (800G / 1.6T). GF and Intel lead here. 3. Optical I/O / Optical Chiplets Future vision — optical communication directly connected to compute tiles. This requires: • ultra-low-loss coupling • integrated lasers or hybrid bonding • photonic + electronic co-design Expect early pilot deployments around 2027–2028.

  • View profile for Juchan Kim

    Materials Scientist & Semiconductor Engineer

    7,266 followers

    🔴 Researchers from imec, EPFL, KTH Royal Institute of Technology, and Tyndall National Institute present the blueprint for next-generation integrated photonics in #MicrosystemsAndNanoengineering. The paper "Integrated silicon photonic MEMS" proves that combining micro electromechanical systems with standard foundry processes will define the next decade of #SiliconPhotonics and #OpticalComputing. While silicon photonics has emerged as a mature technology for high data rate communications and autonomous vehicle sensing, the material's weak electro-optic effects remain a bottleneck. Traditional thermo-optic tuning devices demand continuous power consumption and result in large footprints. This comprehensive research proves that integrating MEMS directly into silicon photonic circuits is the ultimate solution. 1️⃣ Overcoming Material Limits: #PhotonicMEMS & #EnergyEfficiency By replacing bulky traditional modulators with silicon photonic MEMS, the architecture drastically reduces the device footprint. Furthermore, it introduces bistable phase switches that enable nonvolatile photonic circuits, eliminating the need for continuous static power consumption. 2️⃣ Wafer Level Scalability: #Foundry & #Packaging The true breakthrough lies in manufacturability. The research highlights the successful implementation of wafer-level hermetically sealed packaging. This ensures that these advanced MEMS components can be produced with high yield and high volume capacity using standardized silicon foundries. 3️⃣ Reconfigurable Architectures: #OpticalRouting & #QuantumInformation This scalable integration provides access to fully reconfigurable coupled resonator optical waveguides. It unlocks optimized library components for complex optical routing, paving the way for advanced photonic accelerated computing and quantum information processing. 💡 My Take: As the demands of AI and data centers push optical communication to its limits, the massive power consumption of thermo-optic tuning in traditional silicon photonics is no longer sustainable. By physically moving microscopic silicon structures using MEMS, we can route light with near-zero static power. This research is a massive wake-up call for the industry. Transitioning from solid-state thermal tuning to wafer-scale integrated photonic MEMS is not just an incremental hardware update, it is a mandatory architectural revolution required to build energy-efficient, large-scale optical networks. 👇 Link in the comments #AdvancedPackaging #HardwareArchitecture #Metrology #3DIC #DataCenter #AIHardware #Telecommunications #Optoelectronics Intel TSMC Samsung Electronics GlobalFoundries NVIDIA Broadcom Marvell Technology Cisco Applied Materials ASML Lam Research Lumentum Coherent Corp. Infinera STMicroelectronics

  • View profile for Michael Liu

    ○ Integrated Circuits ○ Advanced Packaging ○ Microelectronic Manufacturing ○ Heterogeneous Integration ○ Optical Compute Interconnects ▢ Technologist ▢ Productizationist ▢ Startupman

    12,934 followers

    In the October 2025 Issue of IEEE Journal of Solid-State Circuits (JSSC) 🏷️https://lnkd.in/ggycZQHn, researchers from Chinese Academy of Sciences reported a monolithic dense wavelength-division multiplexing (#DWDM) silicon-photonics (#SiPh) transceiver. Fabricated in a 45nm silicon-on-insulator (#SOI) CMOS process and operating at 50Gbps/λ lane speed, the transceiver achieves 176Gbps/mm2 bandwidth density and 3.5pJ/bit power efficiency, which can be enhanced to 224Gbps/mm2 and 2.85pJ/bit at 64Gbps/λ or equivalently, 256Gbps/fiber with 4 lanes/fiber. Excerpts (edited): 📝This work proposes a transceiver built on an electronic-photonic integrated chip (#EPIC) and reports these innovations: 1) co-designing optical resonators with electrical equalizers (EQ) to achieve a 200GHz wavelength (λ) spacing at 50Gbps/λ; 2) applying asymmetric inductive-peaking equalization to compensate for the micro-ring modulator (#MRM)’s insufficient bandwidth (BW) and high nonlinearity; 3) co-designing the transimpedance amplifier (#TIA) with EQs to mitigate the BW limitation imposed by high-Q micro-ring filters (#MRF). 📝In the TX, 4 drivers control 4 cascaded MRMs, each tuned to a different wavelength. Each MRM is driven differentially at its anode and cathode through ac-coupling capacitors. 📝In the RX, 4 MRFs are applied to select light at their respective TX wavelengths. This generates a narrowband/bandpass spectral response at each drop port, allowing the MRF to execute wavelength-selective filtering and mitigate interference from adjacent channels. 📝The total #transceiver die area is 3.5x2.2mm2. TX and RX active areas (per channel) are 0.33 and 0.24mm2, respectively. A six-core fiber array (FA) is vertically coupled to the optical interface between TX (left) and RX (right) as depicted below. 🔍Observations: Though both MRM and MRF are based on optical resonance, which occurs when the optical path length of a resonator—made of either silicon or polymer—is an integer multiple of a given wavelength, leading to buildup of light intensity at that wavelength, the former is an active device and the latter passive: MRM alters/tunes the input signal's optical/electrical properties and warrants energy intake, while MRF optically blocks/drops a given wavelength, without the need for electrical (voltage or current) control. Table I offers an informative comparison of multiple monolithic and 3D-stacking ("hybrid-3D") implementations of “EIC+PIC” combos, despite a minor mix-up in bibliography, which #AI didn't catch. As demonstrated in #CPO Example (V), on-chip lasers are hard but possible. Further reading: 🏷️Full article: https://lnkd.in/gBb8eHqA 🏷️CPO Example (V): https://lnkd.in/gAGh_nwK 🏷️CPO Example (X): https://lnkd.in/gNXPSDBW 🏷️CPO Example (XI): https://lnkd.in/gtne7VbB 🏷️CPO Options: https://lnkd.in/g9v53iXM 🏷️MRM or EAM: https://lnkd.in/guqkqhGZ ➟ To be continued. #SemiconductorIndustry #Semiconductor #Semiconductors #OIO #OCI #JustChips 

  • View profile for Keith King

    Former White House Lead Communications Engineer, U.S. Dept of State, and Joint Chiefs of Staff in the Pentagon. Veteran U.S. Navy, Top Secret/SCI Security Clearance. Over 20,000+ direct connections & 55,000+ followers.

    55,503 followers

    Silicon Photonics Breakthrough Turns Quantum “Noise” Into Valuable Data Researchers at KTH Royal Institute of Technology have developed a silicon photonic chip that fundamentally rethinks one of quantum computing’s biggest challenges: noise and error. Instead of attempting to completely eliminate random quantum disturbances, the new device intentionally allows photons to leak through controlled pathways so the resulting losses can be measured, analyzed, and used as meaningful experimental data. The innovation relies on silicon photonics, a technology that manipulates light instead of electrical current inside microscopic circuits. In quantum systems, random fluctuations and environmental interference typically destroy fragile quantum states, creating one of the largest obstacles to practical quantum computing. Most current research focuses on suppressing or correcting these errors. The KTH approach takes a different path by treating quantum disorder itself as an observable and programmable feature. Inside the chip, traveling photons are deliberately redirected into a separate “loss channel” that acts as a controlled environmental sink. By measuring what escapes and how the photons interact with disorder inside the system, scientists can study complex quantum behaviors that were previously difficult to observe directly. Researchers describe the system as a platform for simulating non-ideal quantum environments in a highly controlled and measurable way. The work is particularly important because real-world quantum systems will never operate in perfectly isolated conditions. Future quantum computers, sensors, and communication networks must function amid environmental interference, imperfect hardware, and unavoidable noise. Devices capable of modeling and understanding these messy conditions may help accelerate the development of more resilient quantum architectures. The breakthrough also reinforces the growing importance of silicon photonics as a scalable pathway for quantum technologies. Unlike many exotic quantum platforms requiring extreme cooling or specialized materials, silicon-based photonic systems can potentially leverage existing semiconductor manufacturing ecosystems, improving scalability and manufacturability. Key Takeaways are that the future of quantum engineering may involve learning to exploit disorder and uncertainty rather than endlessly fighting to eliminate them. Controlled quantum noise could become an important tool for simulation, sensing, and understanding complex quantum environments. The broader implications extend into quantum computing, secure communications, advanced sensing, and AI-enabled simulation systems. As quantum technologies mature, architectures capable of operating reliably in imperfect conditions may ultimately prove more practical and strategically valuable than systems dependent on near-perfect isolation. Keith King https://lnkd.in/gHPvUttw

  • View profile for Richard M. Flores

    Lead Systems Data Scientist | U.S. Department of War | Ex-NASA | Doctoral Candidate | ORSA | Palantir, Neo4j & Graph Networks

    9,965 followers

    MIT Unveils AI Chip That Operates Entirely on Light, Not Electricity Researchers at MIT have created a revolutionary AI accelerator chip that performs computations entirely using light rather than electricity potentially slashing energy consumption in data centers by over 90%. This photonic AI chip leverages arrays of nano-optic waveguides and micro-ring modulators to process data using beams of modulated light. At its core, the chip replaces electrical transistors with tiny optical interference units that manipulate light’s phase and amplitude. Matrix multiplications, the backbone of neural networks, are executed as light passes through a mesh of these units, eliminating resistive heating entirely. The chip has no moving parts and transmits information at the speed of light, literally. Initial tests showed the photonic processor performing convolutional neural network (CNN) tasks at 10 teraflops per watt far surpassing Nvidia’s top-tier GPUs. What’s more, it generates no heat beyond the laser source itself, drastically simplifying cooling and thermal design. MIT’s prototype uses silicon photonics and is fully compatible with existing CMOS processes, making it scalable for commercial production. Future versions may be paired with on-chip photonic memory, enabling entirely light-driven inference systems. The team envisions hyperscale data centers running vast language models on these chips with almost no electricity use, ushering in a post-electronic computing era. Note: The opinions expressed here are solely my own and do not represent my employer.

  • View profile for Dinesh Tyagi

    Founder | CEO | Serial Entrepreneur | Angel Investor | Deep Tech Advisor | AI & Semiconductor

    10,100 followers

    𝗙𝗿𝗼𝗺 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝘁𝗼 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵: 𝗛𝗼𝘄 𝗣𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 𝗜𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝘀 𝗮𝗿𝗲 𝗥𝗲𝘄𝗶𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗔𝗜 & 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 The future of AI and high-performance computing won’t be defined by silicon alone. 𝗔𝘀 𝗺𝗼𝗱𝗲𝗹𝘀 𝘀𝗰𝗮𝗹𝗲, 𝗺𝗼𝘃𝗶𝗻𝗴 𝗱𝗮𝘁𝗮—𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴—𝗵𝗮𝘀 𝗯𝗲𝗰𝗼𝗺𝗲 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝗳𝗼𝗿 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿𝘀. The limits of copper wires are now holding back bandwidth, power efficiency, and ultimately, AI’s progress. 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀  • 𝗘𝘀𝗰𝗮𝗹𝗮𝘁𝗶𝗻𝗴 𝗽𝗼𝘄𝗲𝗿 𝘂𝘀𝗮𝗴𝗲: High-speed electrical I/O burns enormous power, especially as bandwidth demands rise.  • 𝗕𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸𝘀: Copper wires face a ceiling for how much data they can carry, with signal degradation and crosstalk worsening at higher speeds.  • 𝗟𝗮𝘁𝗲𝗻𝗰𝘆 & 𝘀𝗰𝗮𝗹𝗶𝗻𝗴: Traditional interconnects add latency, and scaling to larger multi-chip or multi-rack systems often requires even more energy and complex routing. 𝗣𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀: 𝗧𝗵𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 #Photonics - using light instead of electricity to move data—offers a path to break through these barriers:  • 𝗨𝗹𝘁𝗿𝗮-𝗵𝗶𝗴𝗵 𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵: Photonic links deliver terabits per second between chips, boards, and racks.  • 𝗟𝗼𝘄𝗲𝗿 𝗽𝗼𝘄𝗲𝗿 𝗽𝗲𝗿 𝗯𝗶𝘁: Photonics reduces wasted energy as heat, enabling higher density and sustainability.  • 𝗟𝗼𝗻𝗴𝗲𝗿 𝗿𝗲𝗮𝗰𝗵, 𝗹𝗼𝘄𝗲𝗿 𝗹𝗮𝘁𝗲𝗻𝗰𝘆: Optical signals maintain integrity over longer distances, crucial for modular and disaggregated architectures. 𝗞𝗲𝘆 𝗛𝘂𝗿𝗱𝗹𝗲𝘀 𝗳𝗼𝗿 𝗠𝗮𝗶𝗻𝘀𝘁𝗿𝗲𝗮𝗺 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻  • 𝗖𝗠𝗢𝗦 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Integrating lasers, modulators, and photodetectors with silicon is still complex.  • 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 & 𝘆𝗶𝗲𝗹𝗱: High-precision assembly is required; small misalignments can hurt performance and scale-up.  • 𝗧𝗵𝗲𝗿𝗺𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: On-chip lasers and drivers add new thermal challenges.  • 𝗖𝗼𝘀𝘁 & 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺: Photonic components are costlier so volume manufacturing and mature standards are just emerging.  • 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲/𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲: Fully exploiting photonics requires new networking stacks, protocols, and sometimes rethinking system design. 𝗣𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗷𝘂𝘀𝘁 𝗮 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝘁𝗼𝗽𝗶𝗰—𝗶𝘁’𝘀 𝗻𝗼𝘄 𝘂𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗻𝗲𝘄 𝗳𝗿𝗼𝗻𝘁𝗶𝗲𝗿𝘀 𝗶𝗻 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗳𝗼𝗿 #𝗔𝗜 𝗮𝗻𝗱 𝗰𝗹𝗼𝘂𝗱 #𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴. The transition from electrons to photons is happening, but its tipping point will depend on integration, ecosystem, and system design breakthroughs. 𝗪𝗵𝗲𝗿𝗲 𝗱𝗼 𝘆𝗼𝘂 𝘀𝗲𝗲 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗵𝘂𝗿𝗱𝗹𝗲𝘀—𝗼𝗿 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀—𝗳𝗼𝗿 𝗽𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 𝗶𝗻 𝗿𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗱𝗮𝘁𝗮 𝗺𝗼𝘃𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲? Hrishi Sathwane Tarun Verma Harish Wadhwa Dr. Satya Gupta

  • View profile for Sergey O.

    Investor in Growth Stocks | Fundamental Analyst: Deep Dives & Earnings Reviews | Author of “Compounding Your Wealth” Newsletter | Join 4,000+ Investors 👇

    6,388 followers

    Photonics is becoming critical as AI data centers need faster, lower-power interconnects Optical networking is becoming a more important part of the AI infrastructure stack. More GPUs only create value if data can move between them fast enough. Large training and inference systems require constant communication across chips, racks, super-nodes, and sometimes separate data centers. Copper interconnects are becoming less efficient as bandwidth requirements rise, while latency and power consumption become harder to manage. This is why optical networking and silicon photonics are becoming more strategic. Goldman Sachs recently described optical networking as “the next mega trend in AI infrastructure” and raised its optical networking TAM forecast to $154B by 2028. The most important driver is scale-up networking, which connects GPUs inside racks and super-nodes. Goldman estimates this segment alone could represent $106B of the total TAM. The shift is structural. Goldman expects silicon photonics penetration within optical modules to increase from 6% in Q1 2024 to 46% by the end of 2028. At the platform level, $NVDA Nvidia is pushing photonics adoption through AI networking platforms, switch architectures, and strategic investments into optical component suppliers. $AVGO Broadcom is important across Ethernet switching, optical DSPs, custom silicon, and co-packaged optics. $CSCO Cisco, $ANET Arista, $CIEN Ciena, and $NOK Nokia support the switching, coherent optics, routing, and data center interconnect layer. The component layer is becoming more valuable as well. $LITE Lumentum and $COHR Coherent supply lasers, transceivers, and optical modules. $AAOI Applied Optoelectronics and $MTSI MACOM provide additional exposure to optical transceivers, analog chips, modulator drivers, and photodetectors. Connectivity ICs and DSPs are another important layer. $CRDO Credo, $MRVL Marvell, $SMTC Semtech, and $ALAB Astera Labs help solve signal processing, retiming, PCIe/CXL connectivity, and optical link bottlenecks across scale-out and scale-up AI networks. Manufacturing also matters. $TSM TSMC, $GFS GlobalFoundries, $TSEM Tower Semiconductor, $UMC, $STM STMicroelectronics, and $FN Fabrinet support silicon photonics foundry capacity, optical module assembly, and high-volume production. The upstream layer includes $AXTI AXT, $SOI(.PA) Soitec, $IQE.L IQE, $LWLG Lightwave Logic, and $GLW Corning, which provide substrates, epitaxy, polymers, and fiber infrastructure. AI infrastructure is becoming an optical problem. Faster GPUs need faster networks, and faster networks need lasers, DSPs, photonics, foundries, test systems, and fiber. #Nvidia #Semiconductors #Photonics #AIInfrastructure

  • View profile for Eviana Alice Breuss, MD, PhD

    Founder, President, and CEO @ Tengena LLC | Founder and President @ Avixela Inc | 2025 Top 30 Global Women Thought Leaders & Innovators | Academic Council of PII IMIX Group

    8,988 followers

    MULTI-DIMENSIONAL DATA TRANSMISSION WITH INVERSE-DESIGNED PHOTONIC METASTRUCTURES Traditionally, chip-scale optical interconnects rely on wavelength-division multiplexing (WDM) that enables parallel data transmission by encoding information across multiple light frequencies on a cryo-compatible silicon photonics platform. To further boost link bandwidth, multiplexing lies on decomposing light into orthogonal spatial modes that can propagate independently through multimode waveguides or free space. Each of these spatial modes is capable of supporting a full WDM data stream, allowing mode-division multiplexing (MDM) to multiply the total communication capacity. The feasibility of integrating MDM and WDM techniques on-chip unlocks new possibilities for massively parallel photonic interconnects within compact silicon platforms for both on-chip and chip-to-chip optical interconnects. It was shown that by leveraging photonic inverse design, all-passive silicon-based MDM exhibits low crosstalk and supports parallel WDM channels across a 15 THz bandwidth. Using microcomb-based multi-wavelength laser sources, 1.12 Tb/s error-free data transmission on a silicon photonic circuit was achieved, utilizing 28 data channels formed by launching seven wavelength channels into four spatial mode channels with minimal insertion loss. However, scaling of this technology for ultra-wide bandwidth high-fidelity communication will require the maintenance of low-mode crosstalk and insertion loss. In this case scenario, we propose to introduce a unified silicon photonics architecture that integrates inverse-designed, low-index-contrast metastructures with MDM-WDM optical interconnects to achieve massively parallel, cryo-compatible signal processing on chip. This platform leverages the orthogonality of spatial modes and spectral channels for massively parallel data transmission, while simultaneously supporting vector–matrix multiplication (VMM) operations using passive, feed-forward photonic elements: MDM-WDM Communication Layer: Inverse-designed MDM components route and demultiplex spatial modes with low crosstalk over a 15 THz bandwidth, enabling chip-to-chip transmission via multimode-matched fibers. System achieves 1.12 Tb/s error-free transmission, demonstrating scalability for future photonic-electronic systems. Computation Layer: Analog VMM via Inverse Design Low-index-contrast metastructures (SiO₂ on Si), optimized to use propagation-based 2D effective index approximation (p2DEIA) enables efficient simulation and design of large-scale metastructures without full 3D modeling. Resulting devices are broadband, low-loss, and non-resonant, ideal for cryogenic and thermally sensitive environments. Integration and Scalability Platform supports co-packaged cryo-CMOS control electronics, enabling integration with quantum processors or neuromorphic cores. The architecture is extensible to mid-IR operation, structured light processing, and optical neural networks.

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