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.
A Citi TMT conference analysis discusses how AI agent infrastructure is reshaping semiconductor and optical interconnect demand. Storage capacity needs are expanding exponentially as AI models require massive KV caches, driving NAND TAM projections from $50B to $500B by 2027, while optical interconnects emerge as the next supply constraint with laser and fiber components becoming critical bottlenecks.