NuAxiSemiconductor trade intelligence
TRUMPF and Optomind demo 100Gbps VCSEL in 800Gbps transceiver at OFC
What happened
TRUMPF and Optomind demonstrated a 100Gbps VCSEL enabling 800Gbps optical transceivers at OFC 2024. This milestone targets rising demand for high-speed interconnects in AI/ML hyperscale data centers. Neutral: This is a long-term R&D demonstration with no immediate impact on component supply, pricing, or inventory.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
VCSELOptical Transceiver
TRUMPF Photonic Components GmbHOptomind Inc
product-launchdatacenterai-hpc
Source and time
Source: Semiconductor Today · 3/22/2024 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders