#Sweden #Kista #Sivers Semiconductors #O-Net Technologies #Enablence Technologies

Sivers Semiconductors, O-Net, and Enablence Forge a Strategic Alliance

In an exciting development for artificial intelligence and high-performance computing (HPC), Sivers Semiconductors AB, a renowned name in photonics and wireless technologies, has teamed up with O-Net Technologies and Enablence Technologies Inc. to create an advanced external light source (ELS) tailored for use in AI data centers and HPC systems. This collaboration marks a significant step toward optimizing the efficacy and sustainability of optical interconnections within these rapidly growing domains.

Overview of the Partnership

This strategic partnership, officially announced on March 17, 2026, aims to leverage the advanced capabilities of Sivers’ laser arrays in conjunction with O-Net’s esteemed optical communication modules. The external light source module will be integral to the implementation of Co-Packaged Optics (CPO), which is increasingly establishing itself as a cutting-edge solution for data centers. O-Net will assume the role of original design manufacturer (ODM), efficiently incorporating Sivers' laser technology alongside Enablence's NxN Star Coupler, which will allow for scalable module development suitable for both expanding and upscale optical systems.

The Importance of Co-Packaged Optics

CPO technology plays a vital role in the data processing landscape, as it amalgamates numerous optical components directly onto GPU and switch packages. This innovation contributes to significantly speeding up optical interconnects while achieving an impressive 80% reduction in energy consumption compared to traditional copper connections. According to a report by IDTechEx in December 2025, the CPO market is projected for explosive growth, anticipated to surpass $20 billion by 2036, with a robust compound annual growth rate (CAGR) of 37% over the next decade. Significantly, it is estimated that ELS solutions will constitute approximately 10% of this expanding market.

Expert Insights

In discussing the transformational potential of the ELS module, Alex McCann, Managing Director of Sivers’ Photonics division, highlighted its critical role in ensuring reliable performance. He stated, “ELS is a crucial companion to CPO because it separates temperature-sensitive lasers from the extreme heat of high-power processors, ensuring wavelength stability and significantly enhancing system reliability and serviceability.” This system-level consideration underscores the designs' ability to support the exponential growth of AI applications across various fields by maintaining operational integrity.

Austin Na, the CEO and Chairman of O-Net Technologies, expressed enthusiasm about this collaboration, affirming that it will elevate their external light source module. He remarked, “Together, we're enabling a practical, scalable ELS aligned with the needs of High-Performance Compute (HPC) and AI data centers.”

Furthermore, Todd Haugen, CEO of Enablence Technologies, conveyed excitement over the partnership’s synergies, stating, “Our NxN Star Coupler enables efficient wavelength distribution at scale, and together, we are unlocking an effective optical pathway for CPO-based architectures to keep pace with exponential growth in AI data center compute.”

About the Companies Involved

Sivers Semiconductors

Sivers Semiconductors is a pivotal player in promoting a greener data economy through energy-efficient photonics and wireless technologies. Their specialized high-precision laser and RF beamformer solutions enable customers in various sectors, including AI datacenters, satellite communication, and telecommunications, to tackle significant performance challenges while achieving a sustainable footprint. For more information, visit Sivers Semiconductors.

O-Net Technologies

O-Net Technologies stands as one of the largest suppliers in the optical communication domain, boasting a leading position across several high-tech areas such as optical chips, silicon photonics, and optoelectronic packaging. Their extensive experience promises to enhance the collaboration's innovative capabilities. Further details can be found at O-Net Technologies.

Enablence Technologies

Enablence Technologies Inc. is a publicly traded entity on the TSX Venture Exchange specializing in the design and production of optical components. They aim to support a diverse clientele in multibillion-dollar sectors, including data centers, telecommunications, and automotive industries. More information is available at Enablence Technologies.

In summary, the union of Sivers Semiconductors, O-Net Technologies, and Enablence Technologies heralds a new era for AI datacenters, particularly through the introduction of advanced external light sources that promise efficiency and reliability in optical interconnects. Their joint efforts will likely accelerate the transformation of how data centers operate, particularly in processing capabilities and energy consumption.