Tema ETFs Introduces First Institutionally Managed Memory and Photonics Exchange-Traded Funds Tema has introduced the industry's first institutionally managed Memory ETF and Photonics ETF, offering investors targeted exposure to two of the most transformative technologies driving next-generation computing, AI, communications, and data infrastructure. The launch reflects the growing importance of memory and photonics technologies in enabling high-performance computing, optical networking, semiconductor innovation, and AI-driven applications, while providing a new investment avenue focused on these rapidly evolving sectors. Read more - https://lnkd.in/essDtB2E #Photonics #Memory #ETF #Semiconductors #ArtificialIntelligence #Technology

Co-Packaged and Near-Packaged Optics (CPO/NPO) - Highlights from LightCounting’s 2nd virtual conference This year’s LightCounting Virtual Conference attracted more than 1400 live attendees, double the attendance of last year, and close to 3000 people watched the event, indicating the significance and timeliness of this topic! The event added #NPO to the discussion alongside #CPO; given the recent NPO activity, it could not be ignored. The long-standing industry question of when CPO would be commercialized was answered in the fireside chat with Gilad Shainer, NVIDIA’s Senior VP of Networking. He confirmed that CPO is in manufacturing for #scaleout architectures and to expect end-products to hit the market this year. The event included three sessions and a closing discussion: - Session 1: Open CPX MSA – Coherent Corp., Ciena, Samtec Inc, TeraHop - Session 2: Other Standardization Activities – OIF/RANOVUS Inc., OCP/Lightmatter, IPEC - Session 3: Enabling Technologies – Avicena Tech, ams OSRAM, Lumentum, and Tower Semiconductor - Fireside Chat with Gilad Shainer of NVIDIA Key takeaways: 💡 NPO mechanical specification is described as a target by the Open CPX MSA, the OIF, and the IPEC. Are these efforts coordinated? 💡 Enabling the enabling technologies—innovation is not enough. Deployment requires reliability, serviceability, and manufacturability. 💡 Conspicuously absent from the conference were fiber attach discussions, given this is one of the biggest problems. 💡Power is the main limiting factor in the #AI factory, particularly for #scaleout. CPO, bar none, offers the best power performance. NPO offers flexibility. Read more here: https://lnkd.in/djMPR3wU #optics #optical #networking #technology Vladimir Kozlov daryl inniss Bob Wheeler Roy Rubenstein https://lnkd.in/djMPR3wU

Advantest, OpenLight Join Forces to Develop Silicon Photonics Test Solutions for High-Volume Manufacturing Advantest and OpenLight have announced a strategic collaboration to develop scalable silicon photonics test solutions for high-volume manufacturing. By combining Advantest's expertise in semiconductor test systems with OpenLight's leadership in heterogeneous silicon photonics integration, the partnership aims to address the growing demand for efficient testing of next-generation photonic devices. The collaboration is expected to accelerate the adoption of silicon photonics and optical interconnect technologies for AI infrastructure, high-performance computing, data centers, and high-speed networking by enabling robust end-to-end test solutions for scalable production. Read more - https://lnkd.in/ediH9vNk #SiliconPhotonics #Semiconductor #OpticalInterconnect #DataCenters #Technology

For years, the evolution of optical networking has followed a familiar formula: 🔄 Higher bandwidth → Faster electronics → More DSP → More power. That model has served the industry remarkably well. But AI infrastructure is changing the optimization problem. When optical links are deployed by the millions, every additional watt matters. Every layer of digital signal processing adds not only power, but also latency, silicon complexity, packaging challenges and thermal constraints. It makes me wonder whether we're approaching another architectural shift. Instead of asking "How do we build bigger DSPs?", perhaps we should ask: "Which signal-processing functions truly belong in the digital domain, and which could be performed more efficiently by physics itself?" History shows that major technology transitions rarely come from doing the same thing faster, actually they happen when we: 🎯 Rethink the architecture. Optical networking may be approaching one of those moments. Reach out, to discuss more... #Photonics #OpticalNetworking #SiliconPhotonics #CoherentOptics #AIInfrastructure #Semiconductors #DataCenters #Innovation #DeepTech

United Microelectronics Corporation (UMC) has started commercial production of silicon photonics wafers at its 300 mm manufacturing facility in Singapore, strengthening its capabilities in optical semiconductor technologies as demand for artificial intelligence (AI) infrastructure and high-speed data communications continues to rise. #Semiconductors #SiliconPhotonics #UMC #AIDataCenters #OpticalNetworking #Photonics #ChipManufacturing #DataCenterInfrastructure #HighSpeedConnectivity #SemiconductorIndustry https://lnkd.in/dJA_JF3G

𝐒𝐢𝐥𝐢𝐜𝐨𝐧 𝐩𝐡𝐨𝐭𝐨𝐧𝐢𝐜𝐬 𝐢𝐬 𝐦𝐨𝐯𝐢𝐧𝐠 𝐟𝐫𝐨𝐦 𝐩𝐫𝐨𝐦𝐢𝐬𝐞 𝐭𝐨 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐚 𝐛𝐢𝐠 𝐦𝐨𝐦𝐞𝐧𝐭. SILITH Technology and UMC have announced the first mass-production delivery of photonic IC wafers from UMC’s Singapore fab, marking a key step toward scaling AI-ready optical interconnects. 𝐖𝐡𝐚𝐭 𝐦𝐚𝐤𝐞𝐬 𝐭𝐡𝐢𝐬 𝐧𝐨𝐭𝐚𝐛𝐥𝐞: - A 1.6T silicon photonics platform, now production-ready in just 18 months High yield and reliability, already qualified by a leading cloud infrastructure player - A clear roadmap from 200G/lane to 400G/lane, pushing bandwidth boundaries - As AI workloads scale, traditional electrical interconnects are hitting limits in power and performance. Silicon photonics is emerging as the critical enabler for faster, more efficient data movement inside hyperscale data centers. 𝐏𝐥𝐚𝐧𝐬 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐭𝐬 12-𝐢𝐧𝐜𝐡 𝐩𝐡𝐨𝐭𝐨𝐧𝐢𝐜𝐬 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐭𝐨 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫𝐬 𝐢𝐧 2027 𝐚𝐧𝐝 𝐩𝐚𝐫𝐚𝐥𝐥𝐞𝐥 𝐰𝐨𝐫𝐤 𝐨𝐧 𝐓𝐅𝐋𝐍 𝐟𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐮𝐥𝐭𝐫𝐚-𝐡𝐢𝐠𝐡 𝐛𝐚𝐧𝐝𝐰𝐢𝐝𝐭𝐡, 𝐔𝐌𝐂 𝐢𝐬 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠 𝐢𝐭𝐬𝐞𝐥𝐟 𝐚𝐭 𝐭𝐡𝐞 𝐜𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐧𝐞𝐱𝐭-𝐠𝐞𝐧 𝐨𝐩𝐭𝐢𝐜𝐚𝐥 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞. United Microelectronics Corporation (UMC) SiLith #SiliconPhotonics #AIInfrastructure #OpticalInterconnects #DataCenters #Semiconductors #Photonics #UMC #HighPerformanceComputing #CPO #OpticalIO #NextGenAI #AdvancedPackaging #TFLN 𝐃𝐞𝐞𝐩 𝐃𝐢𝐯𝐞 𝐇𝐞𝐫𝐞: https://lnkd.in/gYAByuWh

GlobalFoundries receives $300M US funding to advance silicon photonics, targeting 400Gb/s speeds and 5x energy efficiency for AI data centers. https://lnkd.in/dZyuKbN3

GlobalFoundries receives $300M US funding to advance silicon photonics, targeting 400Gb/s speeds and 5x energy efficiency for AI data centers. https://lnkd.in/dHNNJ7q6

A major shift from electronics to photonics is underway, with Pilot Photonics securing €10.4 million from the European Innovation Council to advance its patented photonic chip technology. This innovative approach utilizes laser light to generate pure wireless signals, enhancing power efficiency and bandwidth capabilities for sectors like AI data centers and 5G networks. By making photonic components compact and cost-effective, Pilot Photonics is lowering barriers in critical industries, proving essential for the evolving landscape where bandwidth demands soar. As demand for photonic chip technologies grows, this funding will fuel the company's expansion in manufacturing and workforce. Discover how Pilot Photonics is reshaping the future of technology. https://lnkd.in/dqBYbkvD #photonicchips #technologyinnovation #6G

At EETimes, Sicoya together with our colleagues at STMicroelectronics share a few thoughts about the challenges and directions for volume scaling of silicon photonics: https://lnkd.in/dmYbYGnm