📊Executive Summary

Sivers Semiconductors and SemiNex have initiated a $3.4 million program to develop advanced indium phosphide (InP) light sources aimed at enhancing optical interconnects for AI data centers. This collaboration seeks to address the increasing demand for higher optical power and efficiency as data centers evolve towards co-packaged optics (CPO). The program includes the development of high-power external laser sources and semiconductor optical amplifier stages to support the growing optical bandwidth requirements. The initial production ramp and customer sampling are scheduled for the second half of 2027, indicating a strategic move to position both companies at the forefront of AI infrastructure scaling....