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Photonics at the core of the AI vortex: an overview of the industry
Time:2026-09-10 10:00-12:00
Venue:Conference Room, Hall 13, Shenzhen World
Language:EN

China International Optoelectronic Exposition (CIOE)          Yole Group

The rapid expansion of AI infrastructure is driving unprecedented demand for optical connectivity. As AI clusters scale, photonics is becoming a critical enabler of bandwidth, power efficiency, and system performance.


This forum explores the market dynamics across the AI photonics ecosystem, focusing on optical transceivers, co-packaged optics, and silicon photonics. Leveraging Yole Group's expertise across the value chain, from module to wafer, we highlight key technology trends, growth opportunities, and the evolving competitive landscape supporting the next generation of AI infrastructure.


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Conference agenda

Photonics at the core of the AI vortex: an overview of the industry
TimeTopicsSpeakers
TBDTBDMartin Vallo, Senior Technology & Market Analyst, Photonics, at Yole Group
TBDTBDLakshman Srinivasan, Technology & Market Analyst, Photonics, at Yole Group
*Agenda is subject to change

2025 Yole Group Forum

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Free Conference Registration