Sivers Semiconductors Partners With POET Technologies to Deliver Innovative Light-Engines And Strengthen Serviceable Market Offerings in Next-Gen AI Infrastructure
POET (NASDAQ: POET) and Sivers Semiconductors announced a strategic collaboration to combine Sivers' distributed feedback (DFB) lasers with POET's Optical Interposer™ to supply scalable, energy-efficient light-engine sub-systems for next‑gen AI datacenter connectivity.
Key milestones: prototypes in H1 2026 and production readiness targeted by end of 2026. The partnership targets pluggable transceivers and External Light Sources (ELS) for co‑packaged optics (CPO).
POET (NASDAQ: POET) e Sivers Semiconductors hanno annunciato una collaborazione strategica per combinare i laser a feedback distribuito di Sivers (DFB) con l Optical Interposer™ di POET per fornire sottosistemi di light-engine scalabili ed energeticamente efficienti per la connettività dei data center AI di nuova generazione.
Principali traguardi: prototipi nel primo semestre 2026 e prontezza alla produzione entro la fine del 2026. La partnership mira a transceiver plug-in e fonti luminose esterne (ELS) per ottiche co‑pacchettate (CPO).
POET (NASDAQ: POET) y Sivers Semiconductors anunciaron una colaboración estratégica para combinar los láseres de retroalimentación distribuida de Sivers (DFB) con el Optical Interposer™ de POET para suministrar sub-sistemas de iluminación, escalables y energéticamente eficientes, para la conectividad de centros de datos AI de próxima generación.
Hitos clave: prototipos en la primera mitad de 2026 y preparación para la producción prevista para finales de 2026. La asociación apunta a transceptores enchufables y Fuentes de Luz Externas (ELS) para óptica coempaquetada (CPO).
POET (NASDAQ: POET)와 Sivers Semiconductors는 Sivers의 분산피드백(DFB) 레이저를 POET의 Optical Interposer™와 결합하여 차세대 AI 데이터 센터 연결을 위한 확장 가능하고 에너지 효율적인 광 엔진 하위 시스템을 공급하기 위한 전략적 협력을 발표했습니다.
주요 이정표: 2026년 상반기에 프로토타입 및 2026년 말까지 생산 준비 완료 목표. 이 파트너십은 코패키지 광학(CPO)용 플러그인 트랜시버 및 External Light Sources (ELS)를 대상으로 합니다.
POET (NASDAQ: POET) et Sivers Semiconductors ont annoncé une collaboration stratégique visant à combiner les lasers à rétroaction distribuée (DFB) de Sivers avec l Optical Interposer™ de POET pour fournir des sous-systèmes d'éclairage-lumière évolutifs et écoénergétiques pour la connectivité des centres de données IA de nouvelle génération.
Principales étapes: prototypes au cours du premier semestre 2026 et préparation à la production visée d'ici fin 2026. Le partenariat cible les transceivers plug-in et les External Light Sources (ELS) pour des optiques co-empaquetées (CPO).
POET (NASDAQ: POET) und Sivers Semiconductors haben eine strategische Zusammenarbeit angekündigt, um Sivers' Distributed-Feedback-(DFB)-Laser mit POET's Optical Interposer™ zu kombinieren und skalierbare, energieeffiziente Licht-Engine-Sub-Systeme für die Konnektivität von AI-Datenzentren der nächsten Generation bereitzustellen.
Wichtige Meilensteine: Prototypen in H1 2026 und Produktionsreife bis Ende 2026. Die Partnerschaft zielt auf plug-in Transceiver und External Light Sources (ELS) für ko-packagierte Optik (CPO).
POET (NASDAQ: POET) و Sivers Semiconductors إعلان عن تعاون استراتيجي لدمج ليزرات التغذية الموزعة (DFB) الخاصة بـ Sivers مع Optical Interposer™ من POET لتوفير أنظمة فرعية للضوءَ المتقدّم (light-engine) قابلة للتوسع وموفرة للطاقة من أجل ربط مراكز بيانات AI من الجيل القادم.
المعالم الرئيسية: نماذج أولية في النصف الأول من 2026 و جاهزية الإنتاج المستهدفة بحلول نهاية 2026. تستهدف الشراكة ناقلات الإرسال القابلة للتركيب ومصادر الضوء الخارجية (ELS) للضوئيات المجمّعة معاً (CPO).
- Combines Sivers DFB lasers with POET Optical Interposer
- Prototypes expected H1 2026
- Production readiness targeted end of 2026
- Targets ELS for CPO and pluggable transceivers
- Aims to deliver energy-efficient, scalable light sources for AI datacenters
- None.
Insights
Partnership pairs Sivers' DFB lasers with POET's Optical Interposer to create scalable light‑engines for AI datacenters.
Combining Sivers DFB laser technology with POET's Optical Interposer creates a modular light‑engine that replaces bulky externally modulated laser solutions. This design reduces integration friction by delivering a pre‑integrated optical source that targets both pluggable transceivers and External Light Source (ELS) roles for co‑packaged optics.
Technical success depends on optical coupling efficiency, thermal management, yield of the Optical Interposer assembly, and qualification for high‑speed links up to and beyond 6.4 Tbps; these remain the core engineering risks. Prototypes are planned for
The collaboration targets a growing AI connectivity market by offering integrated, energy‑efficient light sources and shortened time‑to‑market.
The partnership directly addresses demand drivers cited: scaling from 800 Gbps toward 6.4 Tbps and the shift to co‑packaged optics supported by ELS. A joint, "plug‑and‑play" light‑engine can expand each partner's serviceable market by simplifying customer integration and accelerating deployment timelines.
Key items to watch are the customer demos in
Strategic Collaboration Combines Sivers' Lasers With POET's Optical Interposer™ to Deliver Scalable, Energy-Efficient Light Sources
KISTA,
As AI datacenter connectivity scales from 800 Gbps toward 6.4 Tbps and beyond, traditional pluggables based on externally modulated lasers (EMLs) are reaching their performance limits. In parallel, next-generation GPU architectures are driving demand for co-packaged optics (CPO) supported by External Light Sources (ELS).
"The resources needed to enable future high-speed connectivity have shifted the balance toward innovative technologies like CW lasers, driving the evolution of pluggables, as well as the revolution of CPO," said Vickram Vathulya, CEO of Sivers Semiconductors. "With our differentiated laser portfolio, Sivers is well-positioned to capture opportunities in a vastly expanded serviceable market. Partnering with POET strengthens our technical roadmap and integration capabilities, delivering `plug-and-play' light-engine sub-systems that help customers increase time to market and scale efficiently as AI demands continue to grow."
Sivers' latest collaboration combines the Company's distributed feedback (DFB) laser technology with POET's Optical Interposer™ platform to deliver high-performance, scalable Light-Engine solutions deployable for future generations of Pluggable transceivers and enabling External Light Sources (ELS) for CPO-based solutions.
"We're excited to collaborate with Sivers Semiconductors to combine two complementary technologies that address the growing demands of AI and hyperscale data centers," said Dr. Suresh Venkatesan, Chairman & CEO of POET Technologies. "By pairing our Optical Interposer platform with Sivers' lasers, we can deliver highly integrated, scalable, and energy-efficient light sources to meet the connectivity demands of the rapidly evolving AI datacenter market."
The strategic partnership positions Sivers Semiconductors and POET Technologies to address the rapidly growing AI optical connectivity market. Prototypes are expected to be demonstrated to customers in the first half of 2026, with production readiness targeted for the end of 2026.
For more information, please visit https://www.sivers-semiconductors.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.
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 manacturing techniques. For more information visit www.poet-technologies.com.
Media Contact
Tyler Weiland
Shelton Group
+1-972-571-7834
tweiland@sheltongroup.com
Company Contact
Vickram Vathulya
CEO
ir@sivers-semiconductors.com
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FAQ
What did POET announce about its partnership with Sivers on November 6, 2025?
When will POET and Sivers demonstrate prototypes for the light‑engine solutions (POET)?
What is the production readiness target for POET and Sivers' joint light‑engine products?
How will the POET and Sivers collaboration affect co‑packaged optics (CPO) deployments?
Which POET technology is being paired with Sivers' lasers in the collaboration?
