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2 clusters · 3 sources · 22 days · First seen · Last updated

Sivers Semiconductors AI optical technology expansion

Overview

Sivers Semiconductors has initiated a series of strategic developments to support the growing demand for AI data center infrastructure through advanced optical components.

In August 2026, Sivers Semiconductors and SemiNex Corporation launched a $3.4 million program to develop next-generation indium phosphide (InP) light sources. This collaboration focuses on high-power, multi-wavelength light sources intended for co-packaged optics and emerging scale-up architectures, with customer sampling projected for the second half of 2027.

Following this, in September 2026, Sivers Semiconductors announced a $30 million investment to expand its InP manufacturing facility in Glasgow, Scotland. The expansion aims to produce over 100 million CW DFB lasers annually and marks a transition from a ‘Fab-Lite’ model to a ‘Hybrid Manufacturing’ strategy. The expanded facility is expected to be operational by the fourth quarter of 2027.

Entities

Sivers Semiconductors · Neeraj Chopra · Glasgow · Vickram Vathulya · SemiNex Corporation

Timeline

  1. 8 days ago

    [BUSINESS] 3 sources
    Sivers Semiconductors to invest $30m in Glasgow facility expansion

    Sivers Semiconductors will invest $30 million to expand its Glasgow facility, aiming to produce over 100 million lasers annually to meet AI-driven demand for optical networking components.

  2. 30 days ago

    [TECHNOLOGY] 2 sources
    Sivers Semiconductors and SemiNex launch $3.4M AI optical program

    Sivers Semiconductors and SemiNex have announced a $3.4 million program to develop advanced indium phosphide light sources for AI data center interconnects, targeting production in late 2027.

Sources

compoundsemiconductor.net · evertiq.pl · kapitalmarktexperten.de