Semtech Charts Path to 3.2T Connectivity for Next-Gen AI Data Centers
Semtech (SMTC) announced the expansion of its optical communications portfolio to address increasing demands for higher speed and data throughput in AI data centers. The company is enabling 1.6T networks with its 200G per channel Physical Medium Dependent IC (PMD) portfolio while developing 400G per channel technology for 3.2T modules.
The company's FiberEdge™ PMDs deliver performance for 800G and 1.6T modules while meeting power efficiency requirements. The current 200G per channel PMD solutions include various 112GBd PAM4 TIAs (Transimpedance Amplifiers) models - GN1832, GN1834, GN1834D, GN1836, and 112GBd PAM4 Laser Drivers - GN1873 and GN1878. The 400G per channel solutions are under development with samples available to select customers.
Semtech (SMTC) ha annunciato l'espansione del suo portafoglio di comunicazioni ottiche per far fronte alla crescente domanda di velocità e throughput dati nei data center AI. L'azienda sta abilitando reti da 1.6T con il suo portafoglio di IC (Integrated Circuit) Dipendente dal Mezzo Fisico (PMD) da 200G per canale, mentre sviluppa tecnologia da 400G per canale per moduli da 3.2T.
Gli FiberEdge™ PMD dell'azienda offrono prestazioni per moduli da 800G e 1.6T, soddisfacendo al contempo i requisiti di efficienza energetica. Le attuali soluzioni PMD da 200G per canale includono vari modelli di amplificatori di transimpedenza PAM4 da 112GBd - GN1832, GN1834, GN1834D, GN1836, e driver laser PAM4 da 112GBd - GN1873 e GN1878. Le soluzioni da 400G per canale sono in fase di sviluppo con campioni disponibili per clienti selezionati.
Semtech (SMTC) anunció la expansión de su cartera de comunicaciones ópticas para abordar la creciente demanda de mayor velocidad y rendimiento de datos en centros de datos de IA. La empresa está habilitando redes de 1.6T con su cartera de IC (Circuito Integrado) Dependiente del Medio Físico (PMD) de 200G por canal, mientras desarrolla tecnología de 400G por canal para módulos de 3.2T.
Los FiberEdge™ PMDs de la compañía ofrecen rendimiento para módulos de 800G y 1.6T, cumpliendo al mismo tiempo con los requisitos de eficiencia energética. Las soluciones PMD actuales de 200G por canal incluyen varios modelos de amplificadores de transimpedancia PAM4 de 112GBd - GN1832, GN1834, GN1834D, GN1836, y controladores láser PAM4 de 112GBd - GN1873 y GN1878. Las soluciones de 400G por canal están en desarrollo con muestras disponibles para clientes seleccionados.
Semtech (SMTC)는 AI 데이터 센터에서 더 높은 속도와 데이터 처리량에 대한 증가하는 수요를 해결하기 위해 광통신 포트폴리오 확장을 발표했습니다. 이 회사는 200G 채널 물리적 매체 의존 IC(PMD) 포트폴리오를 통해 1.6T 네트워크를 활성화하고 있으며, 3.2T 모듈을 위한 400G 채널 기술을 개발하고 있습니다.
회사의 FiberEdge™ PMD는 800G 및 1.6T 모듈의 성능을 제공하며 전력 효율성 요구 사항을 충족합니다. 현재 200G 채널 PMD 솔루션에는 다양한 112GBd PAM4 전류 변환 증폭기(TIA) 모델 - GN1832, GN1834, GN1834D, GN1836 및 112GBd PAM4 레이저 드라이버 - GN1873 및 GN1878이 포함되어 있습니다. 400G 채널 솔루션은 개발 중이며 선택된 고객에게 샘플이 제공됩니다.
Semtech (SMTC) a annoncé l'expansion de son portefeuille de communications optiques pour répondre à la demande croissante de vitesses plus élevées et de débits de données dans les centres de données d'IA. L'entreprise permet des réseaux de 1.6T avec son portefeuille de circuits intégrés (IC) dépendants du support physique (PMD) de 200G par canal, tout en développant une technologie de 400G par canal pour des modules de 3.2T.
Les FiberEdge™ PMDs de l'entreprise offrent des performances pour des modules de 800G et 1.6T tout en répondant aux exigences d'efficacité énergétique. Les solutions PMD actuelles de 200G par canal comprennent divers modèles d'amplificateurs de transimpédance PAM4 de 112GBd - GN1832, GN1834, GN1834D, GN1836, et des pilotes laser PAM4 de 112GBd - GN1873 et GN1878. Les solutions de 400G par canal sont en cours de développement avec des échantillons disponibles pour des clients sélectionnés.
Semtech (SMTC) hat die Erweiterung seines Portfolios für optische Kommunikation angekündigt, um der steigenden Nachfrage nach höherer Geschwindigkeit und Datenübertragung in KI-Datenzentren gerecht zu werden. Das Unternehmen ermöglicht 1.6T-Netzwerke mit seinem Portfolio von 200G pro Kanal physikalisch mediumabhängigen ICs (PMDs) und entwickelt gleichzeitig 400G pro Kanal Technologie für 3.2T-Module.
Die FiberEdge™ PMDs des Unternehmens bieten Leistung für 800G und 1.6T Module und erfüllen dabei die Anforderungen an die Energieeffizienz. Die aktuellen 200G pro Kanal PMD-Lösungen umfassen verschiedene Modelle von 112GBd PAM4 Transimpedanzverstärkern (TIAs) - GN1832, GN1834, GN1834D, GN1836 und 112GBd PAM4 Laser Treibern - GN1873 und GN1878. Die 400G pro Kanal Lösungen befinden sich in der Entwicklung, mit Mustern, die ausgewählten Kunden zur Verfügung stehen.
- Expansion into high-growth AI data center connectivity market
- Launch of new 200G per channel PMD product portfolio
- Advanced development of 400G solutions positioning for future growth
- 400G solutions still in development phase, not yet commercially available
Insights
Semtech's announcement represents a significant technological advancement in the optical connectivity space addressing critical AI infrastructure bottlenecks. The introduction of 200G per channel Physical Medium Dependent (PMD) solutions enabling 1.6T modules, coupled with development of 400G technology for future 3.2T connectivity, positions Semtech at the forefront of data center interconnect evolution.
The timing is strategically aligned with the exponential growth in AI computing requirements. As LLM training and inference workloads drive unprecedented bandwidth demands, data center operators face severe connectivity constraints when scaling AI clusters. The 112GBd PAM4 TIAs and laser drivers Semtech is shipping now are essential components for the optical modules that form the backbone of these networks.
What's particularly noteworthy is Semtech's focus on both performance scaling and power efficiency - addressing the dual challenges facing hyperscalers. Data centers are increasingly power-constrained, making the energy efficiency of these high-speed interconnects as important as their bandwidth capabilities.
For context, this product expansion strengthens Semtech's competitive position in the high-performance optical communications segment, where companies fight to enable each new generation of connectivity. Being early with 200G channel solutions while simultaneously developing 400G technology demonstrates strong R&D execution and positions the company to capture value in the AI-driven infrastructure buildout that's currently reshaping the data center landscape.
Semtech's expanded optical communications portfolio addresses what has become a critical semiconductor challenge - data movement in AI-accelerated computing environments. The limitations of traditional interconnects have created a significant bottleneck in AI scaling, particularly for workloads requiring massive parallel processing across multiple accelerator clusters.
The technical specifications reveal substantial engineering achievements. The company's varied 112GBd PAM4 TIA offerings with different pitch options (250μm, 500μm, and 750μm) demonstrate Semtech's ability to address diverse integration requirements for module manufacturers. Similarly, supporting both EML and VCSEL laser drivers covers different distance and performance requirements within data center environments.
From a semiconductor industry perspective, these high-speed analog/mixed-signal ICs represent high-value components with significant technical barriers to entry. The shift from 100G to 200G per channel, and now toward 400G, requires mastery of signal integrity challenges including noise reduction, jitter management, and power consumption optimization at increasingly higher frequencies.
By accelerating investment in next-generation 400G per channel technology, Semtech is making a calculated bet on the continued exponential growth of AI infrastructure requirements. This positions the company to potentially capture increased dollar content per connection as data centers migrate to 3.2T modules in their next upgrade cycles. The semiconductor industry benefits substantially from such generational upgrades as they drive increased silicon content and typically higher margins for specialized components.
Enabling 1.6T networks with 200G per channel Physical Medium Dependent IC (PMD) portfolio while advancing 400G per channel technology for 3.2T modules
Semtech Charts Path to 3.2T Connectivity for Next-Gen AI Data Centers
Addressing the industry shift toward higher bandwidth density, Semtech's 200G per channel FiberEdge™ PMDs deliver exceptional performance, enabling future 800G and 1.6T modules while meeting critical power efficiency and space constraints. The company has also accelerated investments in pioneering 400G per channel technology to enable next-generation 3.2T modules, reinforcing Semtech's position as a technology leader driving high-performance connectivity across the rapidly evolving data infrastructure landscape.
“The path to 3.2T connectivity requires overcoming significant technical barriers in both speed and power efficiency,” said Amit Thakar, vice president of signal integrity product marketing at Semtech. “Our 200G and 400G per channel innovations represent critical building blocks that enable the next generation of data center fabric. As AI models continue to grow exponentially in size and complexity, these architectural advances will help hyperscalers build the infrastructure foundation needed for tomorrow’s AI workloads while managing their data center power envelope.”
Growing Portfolio for Next-Generation AI Infrastructure
Semtech’s 200G per channel PMD solutions are now available to enable the next wave of 1.6T optical module deployments essential for scaling AI training clusters, and include:
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112GBd PAM4 TIAs (Transimpedance Amplifiers):
- GN1832: linear TIA, 500um pitch
- GN1834: linear TIA, 750um pitch
- GN1834D: linear TIA with 2.5D mounting, 750um pitch
- GN1836: linear TIA, 250um pitch
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112GBd PAM4 Laser Drivers:
- GN1873: Linear EML driver
- GN1878: Linear VCSEL driver
The company’s 400G per channel solutions are in active development with samples available to select customers.
Learn more about Semtech’s high-performance optical, analog and mixed-signal IC signal integrity solutions at www.semtech.com/optical.
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About Semtech
Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions dedicated to delivering high-quality technology that enables a smarter, more connected, and sustainable planet. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.
Semtech, and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries, and FiberEdge is a trademark or service mark of Semtech Corporation or its subsidiaries. All other trademarks and trade names mentioned may be marks and names of their respective companies.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20250331601619/en/
Michelle Lozada, pr@semtech.com
Source: Semtech Corporation
FAQ
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