Semtech’s DirectEdge™ Portfolio Enables Low-Power 400G/800G AI Data Centers
Semtech (SMTC) has announced the expansion of its optical communications portfolio with DirectEdge 100G per channel single-mode and multi-mode LPO solutions. The new technology focuses on power efficiency for AI infrastructure scaling in data centers.
According to IDC data, AI infrastructure spending will exceed $200 billion globally by 2028. In H1 2024, investments reached $47.4 billion, showing 97% year-over-year growth. The DirectEdge portfolio claims to be over 50% more power efficient than comparable DSP-based solutions by eliminating power-hungry DSPs.
The portfolio includes complete coverage for both single and multimode fiber implementations in 400G and 800G optical modules, featuring various 56GBd PAM4 TIAs (Transimpedance Amplifiers) and Laser Drivers with different specifications and options.
Semtech (SMTC) ha annunciato l'espansione del suo portafoglio di comunicazioni ottiche con soluzioni LPO a 100G per canale, sia a singolo che a multimodale. La nuova tecnologia si concentra sull'efficienza energetica per la scalabilità dell'infrastruttura AI nei data center.
Secondo i dati di IDC, la spesa per l'infrastruttura AI supererà 200 miliardi di dollari a livello globale entro il 2028. Nella prima metà del 2024, gli investimenti hanno raggiunto 47,4 miliardi di dollari, mostrando una crescita del 97% rispetto all'anno precedente. Il portafoglio DirectEdge afferma di essere oltre il 50% più efficiente dal punto di vista energetico rispetto a soluzioni comparabili basate su DSP, eliminando i DSP che consumano molta energia.
Il portafoglio include una copertura completa per implementazioni in fibra sia a singolo che a multimodale in moduli ottici da 400G e 800G, con vari amplificatori di transimpedenza (TIA) PAM4 a 56GBd e driver laser con specifiche e opzioni diverse.
Semtech (SMTC) ha anunciado la expansión de su cartera de comunicaciones ópticas con soluciones LPO de 100G por canal, tanto de modo único como multimodal. La nueva tecnología se centra en la eficiencia energética para la escalabilidad de la infraestructura de IA en los centros de datos.
Según datos de IDC, el gasto en infraestructura de IA superará 200 mil millones de dólares a nivel mundial para 2028. En la primera mitad de 2024, las inversiones alcanzaron 47.4 mil millones de dólares, mostrando un crecimiento del 97% interanual. La cartera DirectEdge afirma ser más del 50% más eficiente en energía que las soluciones comparables basadas en DSP, eliminando los DSP que consumen mucha energía.
La cartera incluye una cobertura completa para implementaciones de fibra tanto de modo único como multimodal en módulos ópticos de 400G y 800G, con varios amplificadores de transimpedancia (TIA) PAM4 de 56GBd y controladores láser con diferentes especificaciones y opciones.
Semtech (SMTC)는 단일 모드 및 다중 모드 LPO 솔루션을 위한 채널당 100G의 광통신 포트폴리오 확장을 발표했습니다. 새로운 기술은 데이터 센터의 AI 인프라 확장을 위한 전력 효율성에 중점을 두고 있습니다.
IDC 데이터에 따르면, AI 인프라에 대한 지출은 2028년까지 전 세계적으로 2000억 달러를 초과할 것으로 예상됩니다. 2024년 상반기에는 투자액이 474억 달러에 달하여 전년 대비 97% 성장했습니다. DirectEdge 포트폴리오는 전력 소모가 큰 DSP를 제거하여 비교 가능한 DSP 기반 솔루션보다 50% 이상 전력 효율적이라고 주장합니다.
이 포트폴리오는 400G 및 800G 광 모듈에서 단일 모드 및 다중 모드 섬유 구현을 위한 완전한 범위를 포함하며, 다양한 사양 및 옵션을 갖춘 여러 56GBd PAM4 TIA(전류 변환 증폭기) 및 레이저 드라이버를 특징으로 합니다.
Semtech (SMTC) a annoncé l'expansion de son portefeuille de communications optiques avec des solutions LPO de 100G par canal, tant en mode simple qu'en mode multiple. La nouvelle technologie se concentre sur l'efficacité énergétique pour l'évolutivité de l'infrastructure d'IA dans les centres de données.
Selon les données d'IDC, les dépenses en infrastructure d'IA dépasseront 200 milliards de dollars dans le monde d'ici 2028. Au premier semestre 2024, les investissements ont atteint 47,4 milliards de dollars, affichant une croissance de 97 % d'une année sur l'autre. Le portefeuille DirectEdge affirme être plus de 50 % plus efficace en énergie que les solutions basées sur DSP comparables, en éliminant les DSP gourmands en énergie.
Le portefeuille comprend une couverture complète pour les mises en œuvre de fibre à mode simple et multimode dans des modules optiques de 400G et 800G, avec divers amplificateurs de transimpédance (TIA) PAM4 à 56GBd et des pilotes laser avec différentes spécifications et options.
Semtech (SMTC) hat die Erweiterung seines Portfolios für optische Kommunikation mit LPO-Lösungen von 100G pro Kanal für Einzel- und Mehrmoden angekündigt. Die neue Technologie konzentriert sich auf die Energieeffizienz zur Skalierung der KI-Infrastruktur in Rechenzentren.
Nach Angaben von IDC wird die Ausgaben für KI-Infrastruktur bis 2028 weltweit 200 Milliarden Dollar übersteigen. In der ersten Hälfte von 2024 erreichten die Investitionen 47,4 Milliarden Dollar und zeigten ein Wachstum von 97% im Jahresvergleich. Das DirectEdge-Portfolio behauptet, über 50% energieeffizienter zu sein als vergleichbare DSP-basierte Lösungen, indem es stromhungrige DSPs eliminiert.
Das Portfolio umfasst eine vollständige Abdeckung für sowohl Einzel- als auch Mehrmodenfaserimplementierungen in 400G- und 800G-optischen Modulen, mit verschiedenen 56GBd PAM4 TIAs (Transimpedance-Verstärkern) und Laser-Treibern mit unterschiedlichen Spezifikationen und Optionen.
- New DirectEdge portfolio offers 50% better power efficiency compared to DSP-based solutions
- Technology addresses rapidly growing AI infrastructure market projected to reach $200B by 2028
- Complete portfolio coverage for both single and multimode fiber implementations in 400G/800G modules
- None.
Insights
Semtech's new DirectEdge portfolio represents a strategic product expansion targeting the critical power efficiency bottleneck in AI data center infrastructure. This announcement positions Semtech to capitalize on the explosive growth in AI infrastructure spending, which according to IDC data cited in the release, is projected to exceed
The technology's key advantage is its claimed
The comprehensive suite of 100G/channel components supports both 400G and 800G optical modules across single-mode and multi-mode fiber implementations, addressing the full spectrum of next-generation AI data center interconnect requirements. The timing is particularly opportune, as hyperscalers are rapidly scaling their AI infrastructure with first-half 2024 investments reaching
While the announcement doesn't provide revenue projections specifically for this product line, the addressable market is substantial and growing rapidly. For Semtech, which has historically had strength in analog and mixed-signal technologies, this expansion reinforces their position in high-speed communications infrastructure at a time when AI-driven demand is creating unprecedented bandwidth requirements.
Complete suite of high-performance 100G/channel Transimpedance Amplifiers (TIAs) and laser drivers optimized for energy-efficient Linear Pluggable Optics (LPO)
Semtech’s DirectEdge™ Portfolio Enables Low-Power 400G/800G AI Data Center
Data center interconnects supporting AI workloads face unprecedented bandwidth requirements while operating under strict power envelopes. According to IDC’s Worldwide Semiannual Artificial Intelligence Infrastructure Tracker, annual spending on AI infrastructure will exceed
“For hyperscalers running AI workloads, power has become a critical business constraint,” said Weiliang Deng, director of signal integrity product marketing at Semtech. “Our DirectEdge portfolio benefits hyperscalers by bringing our industry-leading PMDs to successfully deploy LPO, while also addressing the power imperative by eliminating power-hungry DSPs. Every milliwatt saved in optical interconnects can be redirected to computational resources and we believe our LPO solutions are over
Established 100G/channel LPO Portfolio
Semtech's DirectEdge 100G per channel LPO portfolio offers complete coverage for both single and multimode fiber implementations in 400G and 800G optical modules.
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56GBd PAM4 TIAs (Transimpedance Amplifiers):
- GN1856/GN1856P: 250um pitch TIA with polarity invert option
- GN1857/GN1857P: 750um pitch TIA with polarity invert option
- GN1854/GN1854P: 500um pitch TIA with polarity invert option
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56GBd PAM4 Laser Drivers:
- GN1871: 3Vppd Linear MZM driver GN1858
- GN1858P: Linear VCSEL driver with polarity invert option
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 DirectEdge 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/20250401118185/en/
Michelle Lozada, pr@semtech.com
Source: Semtech Corporation
FAQ
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