Sivers Semiconductors, O-Net and Enablence Technologies Announce Collaboration on Co-Packaged Optics
MWN-AI** Summary
Enablence Technologies, a prominent supplier of planar lightwave circuit optical chips, has formed a strategic collaboration with Sivers Semiconductors and O-Net Technologies to develop an innovative 8-channel external light source (ELS) module aimed at AI datacenters and high-performance computing (HPC) systems. This partnership was announced on March 17, 2026, in Fremont, California, and will be showcased at the upcoming OFC Show in Los Angeles from March 17 to March 20.
Sivers Semiconductors, known for its excellence in photonics and wireless technology, will provide laser arrays, while O-Net Technologies will act as the original equipment manufacturer (OEM), integrating these components along with Enablence’s NxN Star Coupler to build the scalable ELS module. This collaboration is timely, as the AI infrastructure market is projected to exceed $7 trillion by 2030, indicating significant growth potential in the sector.
Alex McCann, Managing Director for Sivers' Photonics business, emphasized the importance of external light sources in advancing co-packaged optics, which are essential for next-generation AI infrastructures. Todd Haugen, CEO of Enablence, noted that swift commercialization of high-performance CPO (co-packaged optics) architectures is vital to meet the demands of evolving data center compute environments.
The partnership promises to deliver a compact, scalable external light source capable of supporting multi-wavelength optical interconnects, facilitating more efficient networking and computing solutions. As AI and HPC systems continue to demand robust optical technologies, this collaboration among Enablence, Sivers, and O-Net represents a significant step forward in advancing optical solutions for the data-driven world.
MWN-AI** Analysis
The recent collaboration among Sivers Semiconductors, Enablence Technologies, and O-Net Technologies indicates significant advancement in the optical solutions market, particularly for AI datacenters and high-performance computing (HPC) systems. The development of an 8-channel external light source (ELS) is poised to meet the increasing demand in the rapidly expanding AI infrastructure sector, projected to exceed $7 trillion by 2030, based on industry analyses.
From a market analysis perspective, this partnership positions all three companies competitively in the optical components sector. Sivers Semiconductors (STO: SIVE) is recognized for its innovative photonics technologies, and this collaboration may help to enhance its market value by solidifying its role in evolving AI infrastructure. Enablence Technologies (TSXV: ENA), with its proprietary NxN Star Coupler, is critical in enabling efficient wavelength distribution, making its shares potentially appealing as investments escalate with rising demand for AI data solutions.
O-Net Technologies' manufacturing prowess complements this alliance by integrating leading-edge components into practical, scalable solutions. Investors in O-Net should find this collaboration compelling as it aligns with growth in telecommunication and data centers, sectors where O-Net has established credibility, further driving potential revenue.
It’s essential to monitor upcoming showcases at industry events like the OFC Show, where these companies will present their solutions. Such events can catalyze investor interest and market sentiment.
With the combined expertise and technology portfolio of the three companies, there is an optimistic outlook. However, potential investors must remain wary of market volatility and inherent risks associated with new technologies. A cautious approach, observing market trends and reviewing the companies' financial health, will be key to making informed investment decisions in this dynamic sector.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Trio to Develop 8-Channel External Light Source (ELS) for AI Datacenters and HPC Systems
Fremont, California--(Newsfile Corp. - March 17, 2026) - Enablence Technologies (TSXV: ENA) a leading supplier of planar lightwave circuit (PLC) optical chips for datacom, telecom, artificial intelligence (AI), and advanced vision applications, today announced a strategic partnership with Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, and O-Net Technologies, a global leader in the design, development and manufacturing of advanced optoelectronic products, to develop an 8-channel external light source (ELS) module for AI datacenters and HPC systems. All three companies will be showcasing their optics solutions and discussing the collaboration at the upcoming OFC Show in Los Angeles from March 17 to March 20. You can visit Enablence at booth 4812, Sivers at booth 1250, and O-Net at booth 2039.
Under the agreement, O-Net Technologies will serve as the OEM partner, integrating Sivers Semiconductors' laser arrays and Enablence's NxN Star Coupler to deliver a scalable ELS module for next-generation scale-out and scale-up optical systems.
"External light sources are critical to scalable co-packaged optics," said Alex McCann, Managing Director for Sivers' Photonics business. "Our DFB laser arrays deliver the performance, reliability, and wavelength stability required for evolving CPO architectures, which will accelerate the deployment of next-generation AI infrastructure, including high performance computing systems (HCPs) and next-generation data centers."
"A recent McKinsey report forecasts the AI infrastructure market will surpass $7 trillion by 2030 and many even believe this to be a conservative number," noted Todd Haugen, CEO, Enablence Technologies. "Meeting the needs of this fast-growing sector means accelerating commercialization of high-performance CPO architectures as one of a handful of optics solutions that can meet AI data center compute requirements. "Collaboration is also key to successful commercialization, and we are excited to partner with Sivers and O-Net where our NxN Star Coupler helps to enable efficient wavelength distribution at scale."
"O-Net Technologies is pleased to partner with Sivers and Enablence to enhance our 8-channel external light source module," said Austin Na, CEO and Chairman of O-Net Technologies. "Together, we're enabling a practical, scalable ELS aligned with the needs of High-Performance Compute (HPC) and AI data centers."
The resulting broad-market solution offers a compact, scalable external light source capable of enabling multi-wavelength optical interconnects for scale-out networking and scale-up compute implementations.
Enablence will be showcasing a range of planer Lightwave optics solutions at OFC 2026 from March 17 to 19. You can visit us in booth 4812 or connect with us at aioptiocs@enablence.com.
About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy ef?cient photonics & wireless solutions. Our differentiated high precision laser and RF beamformer technologies help our customers in key markets such as AI Datacenters, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For additional information, please visit us at: www.sivers-semiconductors.com. (STO: SIVE)
About Enablence Technologies
Enablence Technologies Inc. is a publicly traded company listed on the TSX Venture Exchange (TSXV: ENA). The Company designs, manufactures, and sells optical components, primarily in the form of planar Lightwave circuits (PLC), artificial intelligence (AI) and LiDAR technologies on silicon-based chips. Enablence products support a broad range of customers in the multi-billion datacenter, telecom, automotive, and industrial automation industries. Enablence operates a wafer fab in Fremont, California, with design centers in Asia and North America supported by sales and marketing operations worldwide.
About O-Net Technologies
O-Net Technologies is a global leader in the design, development and manufacturing of advanced optoelectronic products. Specializing in optical communications, O-Net delivers cutting-edge solutions that power the modern data-driven world. The company's product portfolio includes optical transceivers, fiber optic modules and high-performance networking equipment, catering to telecommunications, data centers and enterprise network providers worldwide. For additional information, please visit us at: http://en.o-netcom.com/.
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For more information contact:
Todd Haugen, CEO Enablence Technologies Inc.
todd.haugen@enablence.com
Brian Siegel, CFO Enablence Technologies Inc.
brian.siegel@enablence.com
Ali Mahdavi
Capital Markets & Investor Relations
am@spinnakercmi.com
Alison Parnell, Media and Analysts
Hill and Kincaid Marketing & PR
408-590-0137
press@hillandkincaid.com
Cautionary Note Regarding Forward-Looking Information
This news release contains forward-looking statements regarding the Company based on current expectations and assumptions of management, which involve known and unknown risks and uncertainties associated with our business and the economic environment in which the business operates. All such statements are forward-looking statements under applicable Canadian securities legislation. Any statements contained herein that are not statements of historical facts may be deemed to be forward-looking statements. By their nature, forward-looking statements require us to make assumptions and are subject to inherent risks and uncertainties. These statements are based on current expectations that involve several risks and uncertainties which could cause actual results to differ from those anticipated. Although the Company believes that the expectations reflected in the forward-looking statements contained in this news release, and the assumptions on which such forward-looking statements are made, are reasonable, there can be no assurance that such expectations will prove to be correct. We caution our readers of this news release not to place undue reliance on our forward-looking statements as a few factors could cause actual results or conditions to differ materially from current expectations.
Additional information on these and other factors that could affect the Company's operations are set forth in the Company's continuous disclosure documents that can be found on SEDAR+ (www.sedarplus.ca) under Enablence's issuer profile.
Enablence does not intend, and disclaims any obligation, except as required by law, to update or revise any forward-looking statements whether because of new information, future events or otherwise.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288080
FAQ**
How does the strategic partnership between Enablence Techs Inc New ENAFF, Sivers Semiconductors, and O-Net Technologies enhance the development and scalability of the 8-channel external light source for AI data centers and HPC systems?
What are the expected performance and reliability improvements that Sivers’ DFB laser arrays will bring to the integration with Enablence’s NxN Star Coupler in the new ELS module?
Given the projected growth of the AI infrastructure market, how does Enablence Techs Inc New ENAFF plan to position itself competitively in this rapidly evolving sector?
What key challenges does Enablence anticipate in the commercialization of high-performance co-packaged optics (CPO) architectures for AI data centers and how will the collaboration address these challenges?
**MWN-AI FAQ is based on asking OpenAI questions about Enablence Technologies Inc. (TSXVC: ENA:CC).
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