Photonic Light Source for Transceivers

This Deep Exploration explores the urgent opportunity in advancing photonic light source technologies for high-speed data communication. As data center and telecom bandwidth demands surge, driven by AI and cloud computing, there is a critical need for high-performance, energy-efficient light sources like lasers and LEDs to support next-generation photonic integrated circuits (PICs). This exploration specifically focuses on the multi-billion dollar market for laser technologies that enable faster, more reliable optical data transmission, and seeks to identify startups innovating in this space to overcome performance, cost, and scalability challenges.

Exploration Team

  • Fund 2

Tina Tosukhowong

Investment Director
  • Fund 2

Yan Yan

Investment Associate
  • Fund 2

Dante Zakhidov

Investment Analyst