A discussion about challenges in microLED optical interconnects technology, referencing companies Credo, MOSAIC, and Hyperlume's patent work in this semiconductor space.
Citi forecasts optical interconnects will reach $92 billion by 2028 with 65% annual growth, as silicon photonics expands from 29% to 60% market share and continuous-wave laser demand grows 114% yearly. Analysts compare lasers to HBM as the next critical bottleneck in AI data center supply chains, with companies like Sive positioned to benefit from supply scarcity.