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
A new CIC forecast projects that the data center optical interconnect market will grow from $13.7 billion in 2024 to $144.4 billion by 2030, with silicon photonics accounting for 63.7% of revenue.
How optical interconnects and silicon photonics emerged as AI’s next hot commodity — looming US-China summit puts photonics into the crosshairs
The U.S. wants Chinese optical transceivers out of future AI data centers, but China’s current dominance of the rapidly evolving photonics supply chain could make a ban complicated
Squishy Photonic Switches Promise Fast Low Power Logic
Photonic devices, which rely on light instead of electricity, have the potential to be faster and more energy efficient than today’s electronics. They also present a unique opportunity to develop devices using soft materials, such as polymers and gels…