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ST enters high-volume production of PIC100 platform

What happened

STMicroelectronics has entered high-volume production of its PIC100 silicon photonics platform for 800G/1.6T transceivers, targeting hyperscaler AI infrastructure. The company plans to quadruple production capacity by 2027 to support demand. Neutral: This is a long-term capacity and technology roadmap announcement with no immediate, direct impact on component pricing or supply.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

Silicon Photonics Transceiver800G Optical Module1.6T Optical Module

STMicroelectronics

capacity-expansionai-infrastructurehyperscaler

Source and time

Source: Evertiq · 3/16/2026 · View original source

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ST enters high-volume production of PIC100 platform

What happened

Impact and signal

Affected components and suppliers

Source and time

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