News: Optoelectronics
6 November 2025
Sivers details strategic partnership with POET to deliver light engines for AI infrastructure
Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs for SATCOMs and photonic lasers for AI data centers) has announced additional details on the strategic partnership with POET Technologies Inc of Toronto, Ontario, Canada, designer and developer of the POET Optical Interposer, photonic integrated circuits (PICs) and light sources for the hyperscale data-center, telecom and artificial intelligence (AI) markets.
As AI data-center connectivity scales from 800Gbps toward 6.4Tbps and beyond, traditional pluggables based on externally modulated lasers (EMLs) are reaching their performance limits, note the firms. 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 [continuous wave] lasers, driving the evolution of pluggables, as well as the revolution of CPO,” says Sivers’ CEO Vickram Vathulya. “With our differentiated laser portfolio, Sivers is well-positioned to capture opportunities in a vastly expanded serviceable market,” he reckons. “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 its 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,” says POET’s chairman & CEO Dr Suresh Venkatesan. “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 data-center 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 first-half 2026, with production readiness targeted for the end of 2026.
POET and Sivers collaborate on external light sources for co-packaged optics and next-gen AI market
