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干掉铜缆,又一家公司横空出世
半导体行业观察· 2025-12-19 01:40
Core Viewpoint - Enlightra has raised $15 million to address the bottleneck in AI infrastructure related to fast and energy-efficient data transmission through the development of chip-level multi-wavelength lasers [1][4]. Group 1: Company Overview - Enlightra, founded in 2022 and headquartered in Lausanne, Switzerland, focuses on the intersection of photonics, semiconductor manufacturing, and AI infrastructure [3][4]. - The company has a team of 25 and has designed 8-channel and 16-channel lasers that meet AI chip interconnect specifications, with trial production planned to start in 2027 [3]. Group 2: Technology and Innovation - Enlightra's laser technology replaces copper wires with compact, high-bandwidth optical links, significantly reducing power consumption while enhancing data transmission speeds [1][2]. - The multi-color laser technology integrates multiple data channels into a single light source, allowing for efficient scaling of AI clusters and data centers [2][3]. - The lasers are manufactured using industry-standard silicon photonics processes, enabling mass production and deployment of millions of lasers annually in global data centers [2][3]. Group 3: Market Potential - McKinsey predicts that the market for energy-efficient interconnect technology will reach $24 billion by 2030, highlighting the growing demand for such solutions in AI infrastructure [1]. - Industry leaders like NVIDIA, Broadcom, Google, and META are investing heavily in optical interconnects to keep pace with the exponential growth of data [2]. Group 4: Future Applications - Enlightra's technology has potential applications beyond AI clusters, including support for entire data centers, submarine cables, and chip-to-memory interconnects, as well as in quantum and space communications [3][4]. - The company's multi-wavelength lasers are seen as foundational technology for high-performance computing in the next decade, addressing the urgent need for efficiency and scalability in the industry [3].