MACOM has launched a 3.2T optical front-end chipset platform today. Eight 448Gbps PAM-4 channels combine new receiver components with existing high-speed optical drivers.
GlobalFoundries and Marvell are expanding SiGe manufacturing for optical interconnects. The multi-year agreement adds Burlington capacity for pluggable, near-packaged, and co-packaged optical architectures.
Tower and NewPhotonics are shipping laser-integrated photonic engines at volume. The PH18DA devices support 800G and 1.6T links, with 6.4T near-packaged optics planned for 2027.
Europe captures little value from its growing AI infrastructure market. New research puts EU companies’ semiconductor, server, and cloud shares in single digits despite rapidly expanding demand.
Infineon has launched a compact 120V dual-channel gate driver IC. The 2.2mm device targets dense silicon conversion stages inside next-generation AI server power architectures.
Micas is expanding Malaysian manufacturing for commercial co-packaged optics systems. The capacity increase covers optical integration, assembly, testing, and clean-room production.
Mitsubishi Electric has invested in OptQC’s optical quantum hardware platform. The partnership links photonic computing development with potential industrial applications.
Arteris has extended NoC connectivity across multi-die chiplet boundaries today. FlexGen Multi-Die targets non-coherent AI and high-performance computing architectures.
Astera Labs has expanded Leo controllers for memory-intensive AI workloads. New devices target accelerator-attached, expanded, pooled, and reusable server memory.
ETRI has deployed Anritsu VectorStar for broadband GaN MMIC evaluation. The 220GHz platform supports consistent on-wafer characterisation into sub-terahertz frequencies.