Silicon Photonics for AI Optical Interconnects

Conviction: 68% · Horizon: 3Y · 2026-08-13
AI cluster bandwidth is forcing a broad silicon-photonics buildout

AI training and inference clusters are hitting the physical limits of copper and conventional pluggable optics. Silicon photonics puts optical functions on-chip, raising bandwidth density and cutting energy per bit inside the data center. That shift creates a wide set of beneficiaries across lasers, transceivers, co-packaged optics, and specialty foundries rather than a single-winner trade.

Instrument Side Target Reason
TSEM Long We believe Tower's specialty process platforms for silicon photonics give leveraged exposure to optical-interconnect demand without requiring a winning transceiver design. As hyperscalers and optical vendors outsource photonic IC manufacturing, analog foundries with a qualified SiPh flow become scarce capacity in a multi-year AI networking upgrade.
LITE Long We believe Lumentum is a core way to own the optical-component stack as AI clusters move more traffic onto lasers, transceivers, and co-packaged optics. Its indium phosphide and photonic lines sit at the bottleneck of bandwidth and power-efficiency upgrades, so incremental AI networking spend should flow through its book even if the silicon-photonics vendor list stays crowded.

Themes

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