Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (23639)	3/19/2025 9:10:36 AM
From: Cogito Ergo Sum	2 Recommendations Recommended By Kirk © longz Respond to of 27068

Kirk Foxconn is also in the collaborator list Per Nvidia .. It's a brave new world

To: Kirk © who wrote (23639)	3/20/2025 12:39:18 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Kirk © Respond to of 27068

Coherent Expands Its Portfolio of Silicon Photonics Transceivers for Data Centers With 2x400G-FR4 Lite finance.yahoo.com Coherent Corp. Thu, March 20, 2025 at 7:20 AM MDT 2 min read PITTSBURGH, March 20, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, announces the launch of its 2x400G-FR4 Lite optical transceiver, a silicon photonics-based module optimized for AI-driven data centers and high-speed Ethernet networks. Designed for high volume deployments, this transceiver delivers 500-meter reach while significantly reducing power consumption. It complements the company’s existing 800G-DR8 transceiver, also built with silicon photonics technology, with a wavelength-multiplexed variant that is more fiber-efficient than the DR8. The explosive growth of AI and ML workloads is driving demand for high-density, energy-efficient optical interconnects that seamlessly integrate with Ethernet-based front-end networks. The 2x400G-FR4 Lite is engineered to support these evolving architectures by providing a streamlined design that lowers power consumption through silicon photonics integration and presents an alternative to conventional EML-based solutions for shorter reaches or less demanding applications. “The 2x400G-FR4 Lite is built with silicon photonics, reinforcing our commitment to selecting the best technology for each application,” said Dr. Lee Xu, Executive Vice President, Datacom Transceivers. “With a technology portfolio that spans vertical cavity surface-emitting lasers (VCSEL), electro-absorption modulated lasers (EML), directly modulated lasers (DML), and silicon photonics, we tailor our solutions to optimize performance, efficiency, and cost for each application. In this case, silicon photonics was the optimal choice.” The 2x400G-FR4 Lite integrates a silicon photonics integrated circuit (PIC) for reduced component count and streamlined production. It includes CW lasers, photodetectors, and passive optical components. It also eliminates the need for thermoelectric coolers. Samples of the 2x400G-FR4 Lite are available now, with general availability planned for April 1, 2025. Visit booth #1519 at OFC 2025 in San Francisco April 1-3 for more information on this and the portfolio of silicon photonics transceivers from Coherent. About Coherent Coherent empowers market innovators to define the future through breakthrough technologies, from materials to systems. We deliver innovations that resonate with our customers in diversified applications for the industrial, communications, electronics, and instrumentation markets. Coherent has research and development, manufacturing, sales, service, and distribution facilities worldwide. For more information, please visit us at coherent.com. Media Contact: innovations@coherent.com

To: Kirk © who wrote (23639)	3/21/2025 5:23:43 PM
From: w0z	1 Recommendation Recommended By longz Read Replies (1) \| Respond to of 27068

(The 3 customers are not identified but likely 3 of these previously announced connections Luxshare, Foxconn, Mitsubishi Electric, Celestial, ADVA and others. Lots more fireworks coming from OFC soon!) Poet Ships Advanced Optical Engine Samples to Three Global Technology Customers for AI Applications 8:30 AM ET 3/20/25 \| GlobeNewswire Poet Ships Advanced Optical Engine Samples to Three Global Technology Customers for AI Applications TORONTO, March 20, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has fulfilled orders from three global customers for samples of its advanced optical transmit engines. The Company announced that it has shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications to three major technology leaders. The products include 400G FR4, 800G 2xFR4 and 800G DR8 transmit formats, all assembled at our high volume production facility in Malaysia. The FR4 optical engines incorporate the multiplexer and can be paired with POET receiver engines for a highly integrated pluggable transceiver. POET's customers have designed and are building pluggable transceivers using a two-chip solution, i.e., one transmit chip and one receive chip for 400G and three-chip solution for 800G. The receive optical engines have already been qualified and the availability of the transmit engine samples will allow the shipment of completed modules to end customers for qualification, with production orders expected in the second half of 2025. "Each of our customers has expressed intense enthusiasm for the results they have seen from POET's integrated, chip-level solutions," said Raju Kankipati, Chief Revenue Officer of POET. "The sampling of the transmit engines is the final piece that allows our customers to complete their modules and get them qualified. We are increasingly a vendor of record for these enterprises and that is how we know we are on the right track for wider adoption and greater commercial success," said Kankipati. POET has previously worked with each customer on integrating the transmit and receive optical engines into their final module products. The demand for 400G and 800G modules remains strong. The demand for these three module types (400G FR4, 800G 2xFR4 and 800G DR8) is forecasted by LightCounting, a market research firm, to be about 20 million units per year for next 5 years. Dr. Suresh Venkatesan, POET's Chairman & CEO added: "POET's advantages of cost, reliability and power efficiency have gained the trust of industry leaders who look to our optical interposer-based product portfolio for solutions that can power AI development and improve optical networking."