{"slug":"cpo-silicon-photonics","title":"CPO & Silicon Photonics","tagline":"When pluggable optics run out of reach: co-packaged optics and the silicon-photonics bet on 1.6T+ AI fabrics.","hub_url":"/topic/cpo-silicon-photonics","counts":{"companies":11,"business_signals_90d":11,"talent_signals":67,"jobseeker_profiles":0,"fit_scores":0},"companies":[{"slug":"ayar-labs","name":"Ayar Labs","primary_layer":"L2","description":"Optical I/O for chip-to-chip + scale-up. TeraPHY + SuperNova product line. Intel + AMD + GlobalFoundries strategic partners. Co-packaged optics alternative for scale-up vs Ethernet scale-out.","profile_url":"/companies/ayar-labs"},{"slug":"macom-technology","name":"MACOM Technology Solutions Holdings, Inc.","primary_layer":"L2","description":"Analog & mixed-signal semiconductors — laser drivers, TIAs, and high-speed components for optical and RF networking.","profile_url":"/companies/macom-technology"},{"slug":"celestica","name":"Celestica","primary_layer":"L5","description":"EMS / ODM whitebox networking supplier. Hyperscaler 400G / 800G switch builds — direct sole-source disclosed in earnings. AI-driven networking revenue the named growth segment 2024-2026.","profile_url":"/companies/celestica"},{"slug":"ranovus","name":"Ranovus","primary_layer":"L2","description":"Develops interoperable optical chiplet technology and laser manufacturing, focusing on Ethernet standard interoperability for CPO.","profile_url":"/companies/ranovus"},{"slug":"nubis","name":"Nubis","primary_layer":"L2","description":"Offers optical engine chiplets for single-wavelength connections (acquired by Ciena in Oct 2025).","profile_url":"/companies/nubis"},{"slug":"effect-photonics","name":"Effect Photonics","primary_layer":"L2","description":"Player in on-chip optical interconnect market for AI infrastructure.","profile_url":"/companies/effect-photonics"},{"slug":"openlight","name":"OpenLight","primary_layer":"L2","description":"Player in on-chip optical interconnect market for AI infrastructure.","profile_url":"/companies/openlight"},{"slug":"xscape-photonics","name":"Xscape Photonics","primary_layer":"L2","description":"Develops optical engines for AI scale-up networks as part of the CPO scaling wave.","profile_url":"/companies/xscape-photonics"},{"slug":"scintil","name":"Scintil","primary_layer":"L2","description":"Provider of optical interconnect solutions for next-wave CPO scaling.","profile_url":"/companies/scintil"},{"slug":"lumentum-holdings","name":"Lumentum Holdings Inc.","primary_layer":"L2","description":"Photonics components — lasers and optical components for datacom transceivers and co-packaged optics.","profile_url":"/companies/lumentum-holdings"},{"slug":"coherent","name":"Coherent Corp.","primary_layer":"L2","description":"Photonics, lasers, and optical materials — indium-phosphide lasers and components for 800G/1.6T transceivers and CPO.","profile_url":"/companies/coherent"}],"generated_at":"2026-07-29T04:52:53.901Z","personas":[]}