NuAxiSemiconductor trade intelligence
Sivers, O-Net, Enablence advance ELS module for data centers
What happened
Sivers Semiconductors announced a partnership with O-Net Technologies and Enablence to develop an external light source (ELS) module for CPO architectures in AI datacenters. The module aims to improve reliability by separating heat-sensitive lasers from processors. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or inventory.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
Co-Packaged Optics (CPO)External Light Source (ELS)Laser Arrays
Sivers SemiconductorsO-Net TechnologiesEnablence Technologies Inc.
partnershipproduct-launchdatacenterAI
Source and time
Source: Evertiq · 3/23/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders