POET Technologies and Sivers Semiconductors Collaborate on External Light Sources for Co-Packaged Optics and Next-Generation AI Market
POET Technologies (NASDAQ: POET) and Sivers Semiconductors (STO: SIVE) have announced a strategic collaboration to develop External Light Source (ELS) modules for Co-Packaged Optics and AI infrastructure. The partnership combines Sivers' high-power distributed feedback laser technology with POET's Optical Interposer™ platform.
The collaboration aims to address critical challenges in AI clusters and hyperscale data centers through advanced wafer-level manufacturing and chip-scale photonic integration. According to Northland Capital Markets, the emerging ELS market represents a $1B+ annual opportunity, part of the larger AI Optical connectivity market that has already created $50B in market value.
The companies expect to showcase early prototypes in H1 2026, with production readiness targeted for end of 2026.
POET Technologies (NASDAQ: POET) e Sivers Semiconductors (STO: SIVE) hanno annunciato una collaborazione strategica per sviluppare moduli di External Light Source (ELS) per Co-Packaged Optics e infrastrutture AI. La partnership combina la tecnologia laser a feedback distribuito ad alta potenza di Sivers con la piattaforma Optical Interposer™ di POET.
La collaborazione si propone di affrontare le sfide critiche nelle cluster AI e nei data center iperscalari tramite la produzione a livello di wafer avanzata e l'integrazione fotonica a livello di chip. Secondo Northland Capital Markets, il mercato emergente degli ELS rappresenta una opportunità annua di $1B+, parte del più ampio mercato di connettività ottica AI che ha già creato $50B di valore di mercato.
Le aziende prevedono di mostrare i primi prototipi nel H1 2026, con la prontezza alla produzione prevista entro fine 2026.
POET Technologies (NASDAQ: POET) y Sivers Semiconductors (STO: SIVE) han anunciado una colaboración estratégica para desarrollar módulos de Fuente de Luz Externa (ELS) para Co-Packaged Optics e infraestructura de IA. La asociación combina la tecnología de láser de retroalimentación distribuida de alta potencia de Sivers con la plataforma Optical Interposer™ de POET.
La colaboración tiene como objetivo abordar desafíos críticos en clústeres de IA y centros de datos a gran escala a través de la fabricación avanzada a nivel de wafers y la integración fotónica a nivel de chip. Según Northland Capital Markets, el mercado emergente de ELS representa una oportunidad anual de $1B+, parte del mercado más amplio de conectividad óptica de IA que ya ha creado $50B de valor de mercado.
Las empresas esperan mostrar prototipos tempranos en H1 2026, con la preparación para la producción prevista para finales de 2026.
POET Technologies (NASDAQ: POET)와 Sivers Semiconductors (STO: SIVE)가 Co-Packaged Optics 및 AI 인프라를 위한 External Light Source (ELS) 모듈 개발을 위한 전략적 협력을 발표했습니다. 이 파트너십은 Sivers의 고출력 분리형 피드백 레이저 기술과 POET의 Optical Interposer™ 플랫폼을 결합합니다.
협력의 목표는 반도체 웨이퍼 수준의 제조 및 칩 규모의 광자 통합을 통해 AI 클러스터와 하이퍼스케일 데이터 센터의 중요한 도전 과제를 해결하는 것입니다. Northland Capital Markets에 따르면 신생 ELS 시장은 연간 $1B+의 기회를 대표하며, 이미 $50B의 시장 가치를 창출한 더 큰 AI 광학 연결 시장의 일부입니다.
양사는 2026년 상반기에 초기 프로토타입을 선보일 예정이며, 2026년 말까지 생산 준비를 목표로 하고 있습니다.
POET Technologies (NASDAQ: POET) et Sivers Semiconductors (STO: SIVE) ont annoncé une collaboration stratégique pour développer des modules de Source de Lumière Externe (ELS) pour les optiques co-emballées et l’infrastructure IA. Le partenariat réunit la technologie laser à rétroaction distribuée haute puissance de Sivers et la plateforme Optical Interposer™ de POET.
La collaboration vise à relever les défis critiques des clusters IA et des data centers hyperscale grâce à une fabrication au niveau wafer avancée et à une intégration photoniques au niveau puce. Selon Northland Capital Markets, le marché émergent des ELS représente une opportunité annuelle de $1B+, qui fait partie du marché plus large de la connectivité optique IA ayant déjà créé $50B de valeur marchande.
Les entreprises prévoient de présenter les premiers prototypes au 1er semestre 2026 (H1 2026), la mise en production étant visée pour la fin 2026.
POET Technologies (NASDAQ: POET) und Sivers Semiconductors (STO: SIVE) haben eine strategische Zusammenarbeit angekündigt, um External Light Source (ELS)-Module für Co-Packaged Optics und AI-Infrastruktur zu entwickeln. Die Partnerschaft kombiniert Sivers' Hochleistungs-Distributed-Feedback-Lasertechnologie mit der Optical Interposer™-Plattform von POET.
Ziel der Zusammenarbeit ist es, kritische Herausforderungen in KI-Clustern und hyperskalaren Rechenzentren durch fortschrittliche wafer-gestützte Fertigung und chip-gestützte photonische Integration zu adressieren. Laut Northland Capital Markets repräsentiert der aufkommende ELS-Markt eine jährliche Chance von $1B+, Teil des größeren AI-Optical-Connectivity-Marktes, der bereits $50B an Marktwert geschaffen hat.
Die Unternehmen planen, frühe Prototypen im H1 2026 zu demonstrieren, die Produktionsreife ist für Ende 2026 vorgesehen.
POET Technologies (NASDAQ: POET) و Sivers Semiconductors (STO: SIVE) يعلنان عن تعاون استراتيجي لتطوير وحدات مصدر ضوء خارجي (ELS) لواجهات بصرية مدمجة وبنية AI الأساسية. تجمع الشراكة بين تكنولوجيا ليزر التغذية المرتدة عالية القدرة من Sivers ومنصة Optical Interposer™ من POET.
يهدف التعاون إلى معالجة التحديات الحاسمة في عناقيد الذكاء الاصطناعي ومراكز البيانات ذات السعة العالية من خلال التصنيع على مستوى الوافِر والتكامل الفوتوني على مستوى الرقاقة. وفقاً لـ Northland Capital Markets، يمثل سوق ELS الناشئ فرصة سنوية تبلغ $1B+، وهو جزء من سوق الاتصال البصري AI الأكبر الذي أوجد بالفعل $50B من قيمة السوق.
تخطط الشركات لعرض نماذج أولية مبكرة في نصف 2026، مع هدف جاهزية الإنتاج في نهاية 2026.
POET Technologies (NASDAQ: POET) 与 Sivers Semiconductors (STO: SIVE) 宣布了一项战略合作，开发用于共同封装光学和 AI 基础设施的外部光源（ELS）模块。该伙伴关系将 Sivers 的高功率分布反馈激光技术与 POET 的 Optical Interposer™ 平台相结合。
此举旨在通过前沿的晶圆级制造和芯片级光子集成，解决 AI 集群与超大规模数据中心的关键挑战。Northland Capital Markets 表示，新兴的 ELS 市场代表了 $1B+ 的年度机会，这是更大 AI 光学连接市场的一部分，后者已创造出 $50B 的市场价值。
双方计划在 2026 年上半年展示早期原型，生产就绪目标定在 2026 年底。
- Strategic partnership combines complementary technologies for AI and data center markets
- Addresses $1B+ annual market opportunity in External Light Source segment
- Part of larger $50B AI Optical connectivity market
- Clear timeline for prototypes (H1 2026) and production (end of 2026)
- Long development timeline with production not ready until end of 2026
- Faces competition in rapidly growing AI infrastructure market
Insights
POET-Sivers partnership targets $1B+ annual ELS market with integrated photonic solution for AI data centers, with 2026 production timeline.
This strategic collaboration between POET and Sivers represents a significant technological convergence addressing critical needs in the rapidly evolving AI infrastructure landscape. The partnership combines two complementary technologies: Sivers' specialized high-power distributed feedback (DFB) laser arrays with POET's Optical Interposer™ platform to create External Light Source (ELS) modules specifically engineered for Co-Packaged Optics (CPO) applications.
The technical significance here is substantial. Co-Packaged Optics, which integrates optical connectivity directly with switch ASICs, requires high-performance light sources that current solutions struggle to deliver cost-effectively at scale. By leveraging POET's wafer-level integration capabilities and Sivers' DFB laser technology, this collaboration aims to overcome the scale, cost, and form factor limitations that have constrained widespread CPO adoption.
What makes this particularly noteworthy is the addressable market. The
The announced timeline—with prototypes in H1 2026 and production readiness by end of 2026—aligns with the expected industry transition toward more widespread CPO adoption. This positions both companies to potentially capture significant market share as hyperscalers and AI infrastructure providers seek solutions that enable the next generation of AI clusters with higher bandwidth density and improved energy efficiency.
SAN JOSE, Calif. and KISTA, Sweden, Sept. 29, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced a strategic collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and next-generation AI infrastructure.
The collaboration combines Sivers’ customized high-power distributed feedback (DFB) laser technology with POET’s Optical Interposer™ platform, enabling a highly integrated scalable and cost-optimized solution for the rapidly growing demands of AI clusters and hyperscale data centers.
“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 leverage advanced wafer-level manufacturing and chip-scale photonic integration to address critical challenges in both scale out and scale up deployments such as cost, scale and form factor.
“POET’s Optical Interposer has demonstrated tremendous value in enabling modular and scalable photonic solutions,” said Dr. Suresh Venkatesan, Executive Chairman & CEO of POET Technologies. “By working with Sivers’ proven high-power laser technology, we can deliver external light source modules optimized for size, performance and cost - exactly what the CPO and AI markets demand.”
“We estimate that the AI Optical connectivity opportunity has created over
POET and Sivers expect to demonstrate early prototypes to customers in the first half of 2026, and production readiness by end of 2026.
About POET Technologies Inc.
POET Technologies is a design and development company offering high-speed optical engines, light source products and custom optical modules for the artificial intelligence systems market and hyperscale data centers. Its patented POET Optical Interposer™ platform enables seamless chip-scale integration of photonic and electronic devices using advanced semiconductor manufacturing techniques. For more information visit www.poet-technologies.com.
About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy efficient photonics & wireless solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI datacenters, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For additional information, please visit us at: www.sivers-semiconductors.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements relate to future events or our future financial or operational performance, including, but not limited to, statements regarding the development, performance, production and market adoption of our new semiconductor device designed to enhance connectivity in AI networks, as well as our business strategy, projected timelines, costs, revenue potential and market opportunities. Forward-looking statements are often identified by words such as “may,” “will,” “expect,” “anticipate,” “intend,” “believe,” “estimate,” “plan,” or “continue,” and similar expressions or variations.
These forward-looking statements are based on current assumptions and expectations and are subject to significant risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied. These risks include, but are not limited to, delays or challenges in the development, testing, or manufacturing of the semiconductor device; failure to achieve anticipated performance or connectivity improvements in AI networks; dependence on third-party suppliers for critical components; intellectual property disputes; competitive pressures in the semiconductor and AI industries; regulatory changes affecting technology or data privacy; and fluctuations in global economic or market conditions. Additional risks are described in our filings with the U.S. Securities and Exchange Commission (SEC), including our most recent Annual Report on Form 20-F and subsequent reports on Form 6-K. These forward-looking statements reflect our views as of the date of this press release. Except as required by applicable law, we undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Investors are cautioned not to place undue reliance on these forward-looking statements.
Media Contact (POET):
Adrian Brijbassi
adrian.brijbassi@poet.tech
Media Contact (Sivers):
Tyler Weiland
Shelton Group
+1-972-571-7834
tweiland@sheltongroup.com
120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075
FAQ
What is the purpose of POET Technologies and Sivers Semiconductors collaboration?
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How does this partnership benefit AI and data center markets?
