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1.
λλ: A Programming Language for Silicon Photonics (news.ycombinator.com)
2.
AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics (tomshardware.com)
3.
Near-packaged optics (NPO) gains ground as the industry hedges against CPO's growing pains — analysts say volume for NPO silicon photonics products will extend until the end of the decade (tomshardware.com)
4.
How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs (tomshardware.com)
5.
Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets (tomshardware.com)
6.
MIT’s new lidar chip could give self-driving cars a wider view (sciencedaily.com)
7.
Taiwan's second-largest chipmaker starts mass production in Singapore; Citi sees improving outlook (cnbc.com)
8.
Tool mapping 90 companies in the photonics and CPO supply chain (news.ycombinator.com)
9.
MZI-based transistorlessness might finally be here (news.ycombinator.com)
10.
Why, After All These Years, MZI-Based Transistorlessness Might Finally Be Here (news.ycombinator.com)
11.
Marvell stock pops 13% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
12.
Marvell stock pops 7% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
13.
Marvell stock pops 8% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
14.
Marvell stock pops 9% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
15.
Marvell stock pops 11% as Nvidia takes $2 billion stake, continuing run of similar bets (cnbc.com)
16.
A large-scale coherent 4D imaging sensor (feeds.nature.com)
17.
GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers (tomshardware.com)
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