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POET Technologies and Sivers Semiconductors Collaborate on External Light Sources for Co-Packaged Optics and Next-Generation AI Market
SAN JOSE, Calif. and KISTA, Sweden, Sept. 29, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET), a leader in the design and implementation of
About this update from Poet Technologies Inc.
[{"type":"text","content":"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 $50B in market value to date, with the emerging market for ELS supporting scale up CPO solutions set to add significantly to that. The POET-Sivers collaboration brings technologies together to address an estimated $1B+ annual ELS market opportunity and is a primary driver of our research coverage of both companies” said Tim Savageaux, Senior Analyst at Northland Capital Markets. POET and Sivers expect to demonstrate early prototypes to customers in the first half ...