The Leading Silicon Photonics Foundry In Co-packaged Optics/Processing
Design wins at Nvidia, Broadcom, Marvell, AMD, Cisco, Macom, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, and Xanadu
We discussed each of the above wins
The most interesting is Nvidia as announced a collaboration for future products.
We discuss some of Nvidia's past research as well as how an arrangement would work with logic manufactured at TSMC.
We also speculate some on these future products.
We also discussed the collaborations with the leading EDA vendors of Cadence and Synopsys.
The Ansys collaboration for simulation is also huge.
Mixed-signal design and verification is incredibly hard.