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Lumentum showcases next-gen InP chips enabling scalable AI data centers
What happened
Lumentum announced advancements in its indium phosphide (InP) photonic chip technology, showcasing capabilities for future 400Gbps-per-lane and more efficient 200Gbps-per-lane optical links at OFC 2025. This development targets the growing bandwidth and power efficiency demands of next-generation AI data centers. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
InP Photonic ChipsOptical Transceivers
Lumentum Holdings Inc.
product-launchR&DAI-infrastructure
Source and time
Source: Semiconductor Today · 4/2/2025 · View original source
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