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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
10:00-10:10Opening RemarksGary Huang, Corp VP, Head of Asia Pacific, Research and Business Development, Yole Group
10:10-10:35Powering the Next Wave of Data Infrastructure with PhotonicsMartin Vallo, Senior Technology & Market Analyst, Photonics, Yole Group
10:35-11:00TBAMarcus Yang, Founder & CEO, SiPhi Technologies
11:00-11:25TBAYannick Larvor, Head of Photonics & Sensing Segment, Soitec
11:25-11:50Photonics Modules for Data CentersLakshman Srinivasan, Technology & Market Analyst, Photonics, Yole Group
11:50-12:00Q&A
12:00-12:05Closing RemarksGary Huang, Corp VP, Head of Asia Pacific, Research and Business Development, Yole Group
*Agenda is subject to change

Guest Introduction

2025 Yole Group Forum

Host organization

Free Conference Registration