POET and Sivers announce collaboration
POET Technologies and Sivers Semiconductors have announced a plan to develop high-performance and cost-effective External Light Source (ELS) modules tailored for co-packaged pptics (CPO) and next-generation AI infrastructure.
The collaboration combines Sivers’ customised high-power distributed feedback (DFB) laser technology with POET’s Optical Interposer platform, enabling an integrated scalable and cost-optimised solution for the demands of AI clusters and hyperscale data centres.
“We see a highly complementary fit between our high-performance DFB lasers and POET’s innovative optical interposer platform,” said Vickram Vathulya, CEO of Sivers Semiconductors. “Together, we aim to deliver a new class of external light source modules that address key technical challenges in co-packaged optics and enable our customers to scale efficiently into the AI-driven future.”
The jointly developed modules will use wafer-level manufacturing and chip-scale photonic integration to address cost, scale and form factor.
“POET’s Optical Interposer has demonstrated tremendous value in enabling modular and scalable photonic solutions,” said Suresh Venkatesan, executive chairman and CEO of POET Technologies. “By working with Sivers’ proven high-power laser technology, we can deliver external light source modules optimised for size, performance and cost - exactly what the CPO and AI markets demand.”
“We estimate that the AI Optical connectivity opportunity has created over $50B in market value to date, with the emerging market for ELS supporting scale up CPO solutions set to add significantly to that. The POET-Sivers collaboration brings technologies together to address an estimated $1B+ annual ELS market opportunity and is a primary driver of our research coverage of both companies” said Tim Savageaux, senior analyst at Northland Capital Markets.
POET and Sivers expect to demonstrate early prototypes to customers in the first half of 2026, and production readiness by end of 2026.
