Ayar Labs CEO on Silicon Photonics, Co-Packaged Optics and TSMC's COUPE Process
BenBajarin · x · 2026-09-21
The Circuit podcast hosts Ayar Labs CEO Mark Wade for a deep dive into AI infrastructure interconnects: why electrical interconnects are the bottleneck, why ChatGPT was the catalyst for optical connectivity, the complexities of advanced packaging and digital twin manufacturing, the bet on CMOS-scale foundries and TSMC's COUPE co-packaged optics process, plus customer adoption hurdles, partnerships and funding strategy.
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