# Sivers Semiconductors AI optical technology expansion

> Live situation record from CLSTR: https://clstr.news/situations/sivers-semiconductors-ai-optical-technology-expansion
> Updated: 2026-09-03T13:15:48.000Z. Sources: 3. Developments: 2.

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.

## Timeline

### 2026-09-03: 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.

3 sources. https://clstr.news/cluster/sivers-semiconductors-to-invest-30m-in-glasgow-facility-expansion

### 2026-08-13: 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.

2 sources. https://clstr.news/cluster/sivers-semiconductors-and-seminex-launch-34m-ai-optical-program

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Cite as: Sivers Semiconductors AI optical technology expansion. CLSTR, https://clstr.news/situations/sivers-semiconductors-ai-optical-technology-expansion
