Top 10 Semiconductor Trends in 2026 | StartUs Insights
AI accelerators and custom silicon pull capex toward HBM-rich, chiplet/3D-packaged platforms, while 2-nm/angstrom nodes add PPA gains.
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Acceleration Silicon Photonics Technology
Nvidia invests $4B in Lumentum and Coherent to
Taken together, the back-to-back moves show Nvidia pushing aggressively beyond GPUs into the plumbing that keeps large AI deployments
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French Startup Combines Electronics, Photonics And
French chip startup Arago has raised $26 million in seed funding to develop its light-based AI accelerator, codenamed Jef. The company aims to
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AI/ML Hardware Accelerators with Silicon Photonics and
The EPIC Lab''s research on AI/ML hardware acceleration explores radically new computing substrates—silicon photonics, optical processing‑in‑memory, and
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NVIDIA and Coherent Announce Strategic Partnership
NVIDIA and Coherent Corp. (NYSE: COHR) today announced a multiyear strategic agreement to advance the frontier of advanced optics
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Silicon photonics won''t matter ''anytime soon'' says Broadcom
Silicon photonics won''t matter in the datacenter “anytime soon,” according to Broadcom CEO Hock Tan. On the company''s Q4 2025 earnings call on Thursday, a financial analyst asked Tan
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World''s First AI Silicon Photonics Chip Listed Company
About 70% of the fund are earmarked for R&D over the next five years, split evenly between optical interconnect technologies—such as advanced silicon photonics design and high
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Silicon Photonics Driving AI Data Center Innovation
Explore how silicon photonics improves AI data centers with optical connectivity, faster data transfer, and energy-efficient chip infrastructure for AI growth.
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2025 IEEE Study Leverages Silicon Photonics for Scalable and
A recent study published in IEEE Journal of Selected Topics in Quantum Electronics demonstrates a novel AI acceleration platform based on photonic integrated circuits (PICs), which
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Nvidia marks Marvell for AI-RAN, silicon photonics work with a $2B
Nvidia and Marvell will also collaborate on unspecified silicon photonics technology. Marvell recently bolstered its work in this space with the $3.25 billion acquisition of Celestial AI.
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AI at the Speed of Light: How Silicon Photonics Are
A recent study published in the IEEE Journal of Selected Topics in Quantum Electronics introduces a promising alternative: an AI acceleration
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Universal photonic artificial intelligence acceleration
A photonic processor capable of running advanced artificial intelligence models with near-electronic precision is introduced, marking a substantial step towards post-transistor computing...
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Intelligent Photonics: A Disruptive Technology to Shape the Present
Here, recent advances in intelligent photonics are presented from the perspective of the synergy between deep learning and metaphotonics, holography, and quantum photonics. This review
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AI Demand Reshapes Optical Connectivity and
At the Silicon Photonics Workshop co-organized by CEA-Leti and Soitec alongside ECOC 2025 in Copenhagen, Denmark, LightCounting CEO
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Lumentum
“AI has reinvented computing and is driving the largest computing infrastructure buildout in history,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Lumentum, NVIDIA is
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Development of AI Accelerators Leveraging Silicon Photonics
Building optical neural network using waveguides i.e. Photonic Integrated Circuits (PIC)
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Key Takeaways from TSMC''s 2026 North America Technology
TSMC''s silicon photonics development is becoming increasingly important because the bottleneck in AI infrastructure is no longer just compute density, but also how efficiently data moves
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NVIDIA Corporation
In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context,” said Jensen Huang, founder and CEO of NVIDIA.
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NVIDIA Announces Spectrum-X Photonics, Co
NVIDIA today unveiled NVIDIA Spectrum-X™ and NVIDIA Quantum-X silicon photonics networking switches, which enable AI factories to connect
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Large-Scale Integrated Photonic Device Platform for Energy-Efficient
Here, we review our innovations of an energy-efficient and scalable silicon photonic platform serving as the underlying foundation for next-generation AI accelerator hardware.
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2026 Semiconductor Industry Outlook | Deloitte Insights
Deloitte''s 2026 global semiconductor industry outlook seeks to identify the strategic issues and opportunities for semiconductor companies and other parts of the
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Marvell Technology, Inc. | Essential technology, done right
Marvell designs custom silicon tailored for any application and offers the industry''s most comprehensive portfolio of interconnects and network switch products. From
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Light into data: How silicon photonics is powering the AI
High-performance computing (HPC) environments, which require rapid data exchange between processors, leverage silicon photonics to achieve
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Silicon Photonics and Co-Packaged Optics Shine a
OFC 2025 saw increased interest in silicon photonics and co-packaged optics, driving innovation in #AI and optical networking.
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Olix Raises $220M for Photonic AI Chips, Challenging NVIDIA
Olix is pitching a way to do AI chips that forgoes the need for HBM entirely using light-based (photonic) technology. Key takeaways: Efficiency: By using photonics, they are targeting drastically
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NVIDIA puts $2B into Marvell to widen AI chip and network ties
Deal links Marvell custom XPUs and networking with NVIDIA racks, while the companies also work on silicon photonics and AI-RAN for 5G/6G.
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How silicon photonics could power next-generation AI systems
By replacing electrical signals with light inside chips, the technology promises faster data movement and lower energy use, two factors that are becoming critical as AI workloads expand and...
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Top Silicon Photonics Stocks 2026: Breaking the
Watchlist of silicon photonics stocks: Co-packaged optics replacing electrical I/O to slash latency and power consumption in AI data centers.
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Has Silicon Photonics Finally Found Its Killer Application?
Multiple AI companies envision the use of integrated silicon photonics as the next natural evolutionary step for optical interconnects architecture targeting next
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