POET Technologies And Sivers Semiconductors Collaborate On External Light Sources For Co-Packaged Optics And Next-Generation AI Market

POET Technologies Inc., a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced a strategic collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and next-generation AI infrastructure.

The collaboration combines Sivers’ customized high-power distributed feedback (DFB) laser technology with POET’s Optical Interposer platform, enabling a highly integrated scalable and cost-optimized solution for the rapidly growing demands of AI clusters and hyperscale data centers.

“We see a highly complementary fit between our high-performance DFB lasers and POET’s innovative optical interposer platform,” said Vickram Vathulya, CEO of Sivers Semiconductors. “Together, we aim to deliver a new class of external light source modules that address key technical challenges in co-packaged optics and enable our customers to scale efficiently into the AI-driven future.”

The jointly developed modules will leverage advanced wafer-level manufacturing and chip-scale photonic integration to address critical challenges in both scale out and scale up deployments such as cost, scale and form factor.

“POET’s Optical Interposer has demonstrated tremendous value in enabling modular and scalable photonic solutions,” said Dr. Suresh Venkatesan, Executive Chairman & CEO of POET Technologies. “By working with Sivers’ proven high-power laser technology, we can deliver external light source modules optimized for size, performance and cost - exactly what the CPO and AI markets demand.”

“We estimate that the AI Optical connectivity opportunity has created over $50B in market value to date, with the emerging market for ELS supporting scale up CPO solutions set to add significantly to that. The POET-Sivers collaboration brings technologies together to address an estimated $1B+ annual ELS market opportunity and is a primary driver of our research coverage of both companies” said Tim Savageaux, Senior Analyst at Northland Capital Markets.

POET and Sivers expect to demonstrate early prototypes to customers in the first half of 2026, and production readiness by end of 2026.

About POET Technologies Inc.
POET Technologies is a design and development company offering high-speed optical engines, light source products and custom optical modules for the artificial intelligence systems market and hyperscale data centers. Its patented POET Optical Interposer platform enables seamless chip-scale integration of photonic and electronic devices using advanced semiconductor manufacturing techniques. For more information, visit www.poet-technologies.com.

About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy efficient photonics & wireless solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI datacenters, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For more information, visit www.sivers-semiconductors.com.