News: Optoelectronics
6 October 2025
POET and Sivers collaborate on external light sources for co-packaged optics and next-gen AI market
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 — has announced a strategic collaboration with Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs for SATCOMs and photonic lasers for AI data centers) 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,” says Sivers Semiconductors’ CEO Vickram Vathulya. “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,” says POET’s executive chairman & CEO Dr Suresh Venkatesan. “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,” he adds.
“We estimate that the AI optical connectivity opportunity has created over $50bn in market value to date, with the emerging market for ELS supporting scale-up CPO solutions set to add significantly to that,” says Tim Savageaux, senior analyst at Northland Capital Markets. “The POET–Sivers collaboration brings technologies together to address an estimated $1bn+ annual ELS market opportunity and is a primary driver of our research coverage of both companies.”
POET and Sivers expect to demonstrate early prototypes to customers in first-half 2026, and production readiness by end of 2026.
