Ayar Labs
Co-packaged optics; optical I/O chiplets; external laser sources
Converge Digest · Hot Start-ups
The emerging companies our editorial team is tracking most closely — ordered by how hot we judge them right now. Rankings shift as funding, products and customers become public.
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Co-packaged optics; optical I/O chiplets; external laser sources
3D co-packaged optics; photonic interposers; optical chiplets
Thin-film lithium niobate modulators and photonic integrated circuits
Integrated silicon-photonic optical circuit switching
Multi-wavelength optical I/O and silicon-photonic interconnect
CPO optical engines; quantum-dot lasers; silicon photonics
Multi-wavelength quantum-dot lasers and optical connectivity
Chip-scale optical frequency combs and multi-wavelength laser sources
Open-access 200 mm TFLN PIC foundry and design services
Barium-titanate-enhanced silicon-photonic modulators and engines
Plasmonic modulators for high-speed optical links
Organic electro-optic materials and low-voltage modulators
Fiber-to-chip coupling and photonic packaging
Programmable photonics and field-programmable photonic gate arrays
Integrated comb lasers; tunable lasers; external laser sources for CPO
MicroLED-based short-reach optical interconnect
Optical AI inference and photonic matrix processing
Silicon-photonic optical engines and chiplets
Coherent DSPs for AI infrastructure and scale-across links
Low-overhead coherent optical links for AI data centers
Silicon-integrated optical engines and full-stack AI interconnect
High-bandwidth photonic interconnects using fewer lasers and controls
Emerging photonic AI interconnect technology; details undisclosed
Coherent DSP semiconductors for AI and cloud optical connectivity
Know a company that belongs on this list — or corrections to an entry? Tips are welcome.