NuAxiSemiconductor trade intelligence
Ayar demos first 4Tbps optical solution, paving way for next-gen AI and data-center designs
What happened
Ayar Labs demonstrated a 4 Tbps bidirectional optical interconnect solution at OFC 2023. The company is working with manufacturing partners like GlobalFoundries and Lumentum to scale production for AI and data center applications. 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: 12/100
Affected components and suppliers
Optical InterconnectsSilicon Photonics Chips
GlobalFoundriesLumentumMACOMSivers Photonics
product-launchrd-milestonedata-center
Source and time
Source: Semiconductor Today · 3/1/2023 · View original source
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