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Sivers targets 100 million lasers a year for AI networks

Rusty Flint
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⚡ Quantum Brief
Sivers Semiconductors is investing USD 30 million to expand its photonics manufacturing facility in Glasgow, Scotland, anticipating increased demand from the rapidly growing artificial intelligence infrastructure sector. The expansion is projected to yield over 100 million CW DFB lasers annually, a substantial increase in production capacity timed to support customer production ramps. “The scale of today’s AI infrastructure build-out is creating demand across the optical supply chain,” said Vickram Vathulya, President and CEO of Sivers Semiconductors. The investment, expected to be operational in the fourth quarter of 2027, signals a shift for Sivers from a “Fab-Lite” to a new strategy.
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Sivers Semiconductors is investing USD 30 million to expand its photonics manufacturing facility in Glasgow, Scotland, anticipating increased demand from the rapidly growing artificial intelligence infrastructure sector. The expansion is projected to yield over 100 million CW DFB lasers annually, a substantial increase in production capacity timed to support customer production ramps. “The scale of today’s AI infrastructure build-out is creating demand across the optical supply chain,” said Vickram Vathulya, President and CEO of Sivers Semiconductors. The investment, expected to be operational in the fourth quarter of 2027, signals a shift for Sivers from a “Fab-Lite” to a new strategy.

Glasgow Expansion Targets 100 Million CW DFB Lasers Annually This investment of USD 30 million will introduce new process capabilities and automation to the existing indium phosphide manufacturing site, enhancing both production volume and flexibility. This move represents a shift toward a Hybrid Manufacturing strategy, integrating expanded internal production with established foundry partnerships for packaging and manufacturing. Neeraj Chopra, COO of Sivers Semiconductors, said that by combining the Glasgow expansion with the manufacturing capacity of external foundry partners, the company can scale efficiently while maintaining the supply flexibility customers need. This approach balances in-house control of core photonics technologies with the scalability required to meet surging demand, ensuring a resilient supply chain. Increased customer engagement in both AI datacenters and advanced optical interconnect applications drove the decision to expand manufacturing capacity. Sivers anticipates that indium phosphide-based lasers and semiconductor optical amplifiers will be critical components in enabling high-performance, energy-efficient optical connectivity for these systems. “This investment positions us, along with our foundry partners, to meet that demand.” Scaling photonics for AI infrastructure requires more than increasing capacity. Neeraj Chopra, COO of Sivers Semiconductors Source: https://www.prnewswire.com/news-releases/sivers-semiconductors-invests-usd-30-million-to-expand-european-photonics-manufacturing-for-ai-datacenters-302868705.html More like thisQuantum Computing NewsAeluma Wins $4M Contracts for Quantum MaterialsArtificial IntelligenceNVIDIA’s $500B AI Plan Backed by Coherent’s Texas FabQuantum Computing Business NewsLightmatter VLSP Lasers Boost AI InfrastructureEmerging TechnologyVeeco’s GEN2000 MBE System Expands Innolume Quantum Dot ProductionStay currentSee today’s quantum computing news on Quantum Zeitgeist for the latest breakthroughs in qubits, hardware, algorithms, and industry deals. Tags: Rusty Flint Rusty is a quantum science nerd. He's been into academic science all his life, but spent his formative years doing less academic things. Now he turns his attention to write about his passion, the quantum realm. He loves all things Quantum Physics especially. Rusty likes the more esoteric side of Quantum Computing and the Quantum world. Everything from Quantum Entanglement to Quantum Physics. Rusty thinks that we are in the 1950s quantum equivalent of the classical computing world. While other quantum journalists focus on IBM's latest chip or which startup just raised $50 million, Rusty's over here writing 3,000-word deep dives on whether quantum entanglement might explain why you sometimes think about someone right before they text you. (Spoiler: it doesn't, but the exploration is fascinating) Latest Posts by Rusty Flint: Los Alamos recalls Fermi named the neutrino ‘little neutral one’ in 1930 September 3, 2026 Atomico leads $100M seed for Callosum, AI’s new compute layer September 3, 2026 Kilometer-scale Earth modeling has supercomputers SCREAM under limits September 3, 2026

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