Industry Dynamics
Heterogeneous integration in silicon photonics: opportunities and challenges: opinion
The application of silicon photonics is expanding from telecom/datacom transceivers to sensing and computing, driving demand for new building blocks and heterogeneous integration of diverse materials and chips. However, industrial supply chains face challenges, requiring new models with standardized interfaces and test methods.
Five Key Trends of Co-Packaged Optics (CPO) in 2026
For years, data-center performance scaled by following a familiar playbook: faster GPUs, higher SerDes rates, and increasingly aggressive board designs. That playbook is no longer holding for today’s AI systems. As AI clusters push beyond 100 Tb/s per node, the gap between what silicon can generate and what traditional copper interconnects can deliver is widening fast.
Industry insight: photonics to scale AI data centers
The rapid evolution of artificial intelligence (AI) and its high-performance demands on computational systems have significantly impacted modern data center infrastructure.
LC: Silicon optical-based transceivers to account for 44% of transceiver market by 2028
Many industry insiders predict that silicon optical (SiP) will enable inexpensive, mass-produced optical connectivity, fundamentally changing the optical device and module industry.
Number of Global Hyperscale Data Centres to Top 1,000 in Next Three Years
The number of large data centres used by hyperscale operators to support their expanding business operations will continue to grow at a rapid pace, according to a new forecast from Synergy.
Thirty Years of Sinking and Dawning, Silicon Photonics Development and Reflections
The core reason is that there is no huge application scenario to drive.
Photonics And Data Centers: A Radiant Pairing
Data centers are faced with more challenges today than ever before. What’s coming to the rescue? Photonics technology.
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