NuAxiSemiconductor trade intelligence
[News] Micro LED Optical Interconnects Take Center Stage at CIOE 2026
What happened
Raysolve, Starksemi, and LEKIN showcased Micro LED optical interconnect solutions at CIOE 2026, with Starksemi shipping samples and achieving 2,500 MHz bandwidth. As AI compute demands drive the need for high-bandwidth, low-power interconnects, the technology is transitioning from proof-of-concept to commercial deployment. Watch for potential future demand shifts in GaN-on-Si and optical interconnect supply chains.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
GaN-on-SiMicro LED optical interconnectOptical transceiver modules
RaysolveStarksemiLEKINEnkris SemiconductorNexilumenIntelligence Computing Optical Interconnects
optical-interconnectGaN-on-SiAI-computeproduct-launch
Source and time
Source: TrendForce · 9/27/2026 · View original source
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