7.10 Into the AI data center
L1 Narrative
From 2023 most events in this chapter concern manufacturing and finance, and vendors tie them to AI infrastructure (HyperLight's 2026 Series C is “to accelerate TFLN deployment for AI infrastructure” [Summit Partners 2026 rec]). Silicon Austria Labs showed an 8-inch thin-film wafer processed in-house in 2025 [Silicon Austria Labs 2025 rec]; earlier 8-inch claims come from Chinese press reports (D7). In 2026 HyperLight partnered with the foundry UMC for 6- and 8-inch production [Business Wire 2026 rec], and MediaTek led its Series C [Summit Partners 2026 rec]. China issued a national standard for thin-film LN modulator wafers [GB/T 46611-2025 2025 rec]. Switzerland spun out a foundry, CCRAFT [CSEM 2025 rec]. Lithium tantalate, LN's sibling and the phone-filter crystal, entered integrated photonics [Wang et al. 2024 rec].
| Date | Item | Kind | St | Ref |
|---|---|---|---|---|
| 2026-09-11 | Integrated electro-optic circulator on TFLN for bidirectional fiber transmission | PAPER | rec | DOI |
| 2026-06-18 | HyperLight raises USD 80 M Series C led by MediaTek | FUNDING | rec | URL |
| 2026-03-26 | imec: TFLN and LiTaO3 modulators integrated on silicon photonics by micro-transfer printingINSTITUTION CLAIM | INSTITUTION | rec | URL |
| 2026-03-17 | OFC 2026: 1.6T-DR8 TFLN reference transceiver (single CW laser, 20 W) with TFCVENDOR CLAIM | PRODUCT | rec | URL |
| 2026-03-11 | HyperLight, UMC and Wavetek partner for high-volume TFLN production on 6- and 8-inch wafersVENDOR CLAIM | FOUNDRY | rec | URL |
| 2026-02 | High-speed heterogeneous lithium tantalate silicon photonics platformINSTITUTION CLAIM | PAPER | rec | DOI |
| 2026-01-19 | Ligentec and X-FAB add TFLN-on-SiN and TFLN-on-SOI at 200 mm | FOUNDRY | rec | URL |
| 2025-10-31 | China issues national standard GB/T 46611-2025 for LN single-crystal thin films for EO modulators | STANDARD | rec | URL |
| 2025-09-28 | Transfer-printed TFLN MZMs on foundry silicon photonics: 2 km 160 GBd PAM-4 O-band link | PAPER | rec | DOI |
| 2025-09-25 | Silicon Austria Labs unveils an 8-inch TFLN wafer processed in its Villach cleanroom | FOUNDRY | rec | URL |
| 2025-08-15 | Volume manufacturing of TFLN modulators > 110 GHz on 4-inch wafers with a quartz handle | PAPER | rec | DOI |
| 2025-06-23 | ELENA announces Europe's first commercial LNOI wafer supplier (150 mm); Soitec to supply CCRAFT | PRODUCT | S | URL |
| 2025-05-13 | CSEM spins off CCRAFT, a pure-play TFLN foundry in NeuchatelVENDOR CLAIM | FOUNDRY | rec | URL |
| 2025-04-28 | TDG Holding says 8-inch LN/LT wafers are in mass productionVENDOR CLAIM | PRODUCT | S | URL |
| 2025-04-07 | AFR reports volume shipment of 96 and 130 GBd TFLN coherent driver modulators; debuts a 400 Gb/s/lane TFLN chipVENDOR CLAIM | PRODUCT | rec | URL |
| 2024-11-20 | Q.ANT launches a photonic processor using TFLN modulator arraysVENDOR CLAIM | PRODUCT | S | - |
| 2024-09-24 | HyperLight raises USD 37 M Series B | FUNDING | S | URL |
| 2024-09 | CHIPX (SJTU Wuxi) TFLN pilot line opens; first 6-inch TFLN wafer reported 2025-06 | FOUNDRY | S | URL |
| 2024-05-23 | Lithium tantalate photonic integrated circuits for volume manufacturing | PAPER | rec | DOI |
| 2023-09 | Anpai completes an 8-inch TFLN design-plus-fab line in Wuhan (reporter claim)REPORTER CLAIM | FOUNDRY | S | URL |
| 2023-03-16 | Ultrafast tunable lasers using LN integrated photonics (Si3N4-LiNbO3) | PAPER | rec | DOI |
| 2023-01-06 | 'Lithium niobate photonics: Unlocking the electromagnetic spectrum' (review) | PAPER | rec | DOI |
| 2023 | Lightium founded in Zurich (TFLN design, foundry, packaging) after work at CSEM | FOUNDRY | S | URL |
| 2022-10 | Luxtelligence incorporated in Lausanne as an EPFL spin-off (TFLN foundry and PDK) | FOUNDRY | rec | URL |
| 2022-07-01 | TFLN dual-polarization IQ modulator on silicon substrate for single-carrier 1.6 Tb/s | PAPER | rec | DOI |
| 2022-01-20 | Dual-polarization thin-film LN IQ modulators: sub-1-V drive, 110 GHz, 1.96 Tb/s net single wavelength | PAPER | rec | DOI |
| 2022-01-01 | ELENA: EU project for a European LN photonic platform and LNOI supply starts (coordinator CSEM) | FUNDING | rec | URL |
| 2021-11-25 | On-chip electro-optic frequency shifters and beam splitters | PAPER | rec | DOI |
| 2021-10-22 | Fujitsu Optical Components commercializes a compact thin-film LN modulator (200 GBaud class)VENDOR CLAIM | PRODUCT | rec | URL |
- 2026-09-11 Integrated electro-optic circulator on TFLN for bidirectional fiber transmission paperverified recordsource
- 2026-06-18 HyperLight raises USD 80 M Series C led by MediaTek fundingverified recordsource
- 2026-03-26 imec: TFLN and LiTaO3 modulators integrated on silicon photonics by micro-transfer printing institutioninstitution claimverified recordsource
- 2026-03-17 OFC 2026: 1.6T-DR8 TFLN reference transceiver (single CW laser, 20 W) with TFC productvendor claimverified recordsource
- 2026-03-11 HyperLight, UMC and Wavetek partner for high-volume TFLN production on 6- and 8-inch wafers foundryvendor claimverified recordsource
- 2026-02 High-speed heterogeneous lithium tantalate silicon photonics platform paperinstitution claimverified recordsource
- 2026-01-19 Ligentec and X-FAB add TFLN-on-SiN and TFLN-on-SOI at 200 mm foundryverified recordsource
- 2025-10-31 China issues national standard GB/T 46611-2025 for LN single-crystal thin films for EO modulators standardverified recordsource
- 2025-09-28 Transfer-printed TFLN MZMs on foundry silicon photonics: 2 km 160 GBd PAM-4 O-band link paperverified recordsource
- 2025-09-25 Silicon Austria Labs unveils an 8-inch TFLN wafer processed in its Villach cleanroom foundryverified recordsource
- 2025-08-15 Volume manufacturing of TFLN modulators > 110 GHz on 4-inch wafers with a quartz handle paperverified recordsource
- 2025-06-23 ELENA announces Europe's first commercial LNOI wafer supplier (150 mm); Soitec to supply CCRAFT productsecondary onlysource
- 2025-05-13 CSEM spins off CCRAFT, a pure-play TFLN foundry in Neuchatel foundryvendor claimverified recordsource
- 2025-04-28 TDG Holding says 8-inch LN/LT wafers are in mass production productvendor claimsecondary onlysource
- 2025-04-07 AFR reports volume shipment of 96 and 130 GBd TFLN coherent driver modulators; debuts a 400 Gb/s/lane TFLN chip productvendor claimverified recordsource
- 2024-11-20 Q.ANT launches a photonic processor using TFLN modulator arrays productvendor claimsecondary only
- 2024-09-24 HyperLight raises USD 37 M Series B fundingsecondary onlysource
- 2024-09 CHIPX (SJTU Wuxi) TFLN pilot line opens; first 6-inch TFLN wafer reported 2025-06 foundrysecondary onlysource
- 2024-05-23 Lithium tantalate photonic integrated circuits for volume manufacturing paperverified recordsource
- 2023-09 Anpai completes an 8-inch TFLN design-plus-fab line in Wuhan (reporter claim) foundryreporter claimsecondary onlysource
- 2023-03-16 Ultrafast tunable lasers using LN integrated photonics (Si3N4-LiNbO3) paperverified recordsource
- 2023-01-06 'Lithium niobate photonics: Unlocking the electromagnetic spectrum' (review) paperverified recordsource
- 2023 Lightium founded in Zurich (TFLN design, foundry, packaging) after work at CSEM foundrysecondary onlysource
- 2022-10 Luxtelligence incorporated in Lausanne as an EPFL spin-off (TFLN foundry and PDK) foundryverified recordsource
- 2022-07-01 TFLN dual-polarization IQ modulator on silicon substrate for single-carrier 1.6 Tb/s paperverified recordsource
- 2022-01-20 Dual-polarization thin-film LN IQ modulators: sub-1-V drive, 110 GHz, 1.96 Tb/s net single wavelength paperverified recordsource
- 2022-01-01 ELENA: EU project for a European LN photonic platform and LNOI supply starts (coordinator CSEM) fundingverified recordsource
- 2021-11-25 On-chip electro-optic frequency shifters and beam splitters paperverified recordsource
- 2021-10-22 Fujitsu Optical Components commercializes a compact thin-film LN modulator (200 GBaud class) productvendor claimverified recordsource
L2 Numbers and mechanisms
Wafer size, dated statements.
| Date | Wafer | Statement | Status |
|---|---|---|---|
| 2012 | 3-inch LNOI | review | V [Poberaj et al. 2012] |
| 2020-08 | 4- and 6-inch TFLN PICs | paper | V [Luke et al. 2020] |
| 2023-09 | 8-inch TFLN line, Wuhan (Anpai) | reporter claim | S [Sina 2024] |
| 2025-04 | 8-inch LN/LT bulk wafers, mass production (TDG) | company via press | S [Cailian Press 2025] |
| 2025-06 | 6-inch TFLN wafer (CHIPX, Wuxi) | trade press | S [C114 2025] |
| 2025-06 | 150 mm Europe-made LNOI (ELENA, Soitec) | trade press | S [PIC Magazine 2025; optics.org 2025] |
| 2025-08 | 4-inch TFLN on quartz handle, > 110 GHz, Vπ < 3 V | paper | V [Liu et al. 2025] |
| 2025-09 | 8-inch TFLN wafer (SAL, Villach) | institution | V [Silicon Austria Labs 2025] |
| 2026-01 | 200 mm TFLN-on-SiN and TFLN-on-SOI (Ligentec, X-FAB) | foundry | V [X-FAB 2026] |
| 2026-03 | 6- and 8-inch TFLN (HyperLight, UMC, Wavetek) | release | V [Business Wire 2026] |
Devices and integration. Lithium tantalate PICs on SOI-compatible lines, motivated by the LT wafer supply built for 5G filters [Wang et al. 2024 rec]. Micro-transfer-printed TFLN MZMs on imec silicon photonics, 2 km 160 GBd PAM-4 in the O-band [Declercq et al. 2025 rec]; heterogeneous LT on silicon photonics [Niels et al. 2026 rec]; imec's “double world-first” of both crystals on one platform [imec 2026 rec]. A TFLN electro-optic circulator: up to 37 dB isolation over 14 THz, 400G per polarization bidirectional coherent transmission [St-Arnault et al. 2026 rec]. Review of integrated PPLN OPOs [Wang et al. 2026 rec].
Money and products (vendor or press): AFR volume shipment of 96 and 130 GBd TFLN coherent driver modulators and a 400 Gb/s per lane chip debut (2025-04-07) [AFR 2025 rec]; HyperLight 1.6T-DR8 reference transceiver at 20 W with one CW laser (2026-03-17) [Business Wire 2026 rec]; HyperLight Series B USD 37 M (2024) [Lightwave 2024 S] and Series C USD 80 M led by MediaTek (2026-06-18) [Summit Partners 2026 rec]; CCRAFT USD 7.8 M (2026-07) [CSEM 2026 rec]; 3.2T OSFP on TFLN at 450 Gb/s per lane, ECOC 2026 [EIN Presswire 2026 S].
China. GB/T 46611-2025, “Lithium niobate single-crystal thin film for electro-optic modulator”, issued 2025-10-31, in force 2026-05-01, drafted by 36 organizations led by Jinan Jingzheng (NANOLN), including universities, chip makers and module makers [GB/T 46611-2025 2025 rec].
L3 Sources and status
| Claim | Source | Status |
|---|---|---|
| HyperLight-UMC-Wavetek 2026-03-11 (Business Wire) / 2026-03-12 (UMC, press) | archived release | rec |
| CEO: “The era of TFLN as a niche technology is over.” | optics.org 2026 | S |
| Every “first 8-inch” claim | see D7 | disputed |
References
- HyperLight announces $80 million Series C to accelerate TFLN deployment for AI infrastructure (2026). HyperLight announces $80 million Series C to accelerate TFLN deployment for AI infrastructure. Issued 2026-06-18. www.summitpartners.com/news/hyperlight-announces-80-million-seri…
- SAL Unveils First 8-Inch TFLN Wafer for Scalable Integrated Photonics (2025). SAL Unveils First 8-Inch TFLN Wafer for Scalable Integrated Photonics. Issued 2025-09-25. silicon-austria-labs.com/en/wp-json/wp/v2/posts/4124
- HyperLight, UMC, and Wavetek Announce Strategic Partnership for High-Volume Foundry Production of TFLN Chiplet Platform (2026). HyperLight, UMC, and Wavetek Announce Strategic Partnership for High-Volume Foundry Production of TFLN Chiplet Platform. Issued 2026-03-11. web.archive.org/web/20260311212337/https://www.businesswire.com/…
- GB/T 46611-2025 Lithium niobate single-crystal thin film for electro-optic modulator (2025). GB/T 46611-2025 Lithium niobate single-crystal thin film for electro-optic modulator. Issued 2025-10-31. std.samr.gov.cn/gb/search/gbDetailed?id=42BA7D06A44DE936E06397BE…
- TFLN photonic foundry emerges from CSEM spin-off (2025). TFLN photonic foundry emerges from CSEM spin-off. Issued 2025-05-13. www.csem.ch/en/press/tfln-photonic-foundry-emerges-from-csem-spi…
- Wang et al., Nature 629 784-790 (2024). Lithium tantalate photonic integrated circuits for volume manufacturing. Issued 2024-05-08. doi:10.1038/s41586-024-07369-1
- Poberaj et al., Laser & Photonics Reviews 6 488-503 (2012). Lithium niobate on insulator (LNOI) for micro‐photonic devices. Issued 2012-02-15. doi:10.1002/lpor.201100035
- Luke et al., Optics Express 28 24452 (2020). Wafer-scale low-loss lithium niobate photonic integrated circuits. Issued 2020-08-03. doi:10.1364/oe.401959
- Yicai report on Anpai Optoelectronics and Jiufengshan Laboratory (via Sina) (2024). Yicai report on Anpai Optoelectronics and Jiufengshan Laboratory (via Sina). Issued 2024-08-27. finance.sina.cn/2024-08-27/detail-incmaynh4172882.d.html
- TDG Holding: 8-inch LN/LT wafers in mass production (Cailian Press) (2025). TDG Holding: 8-inch LN/LT wafers in mass production (Cailian Press). Issued 2025-04-28. www.cls.cn/detail/2358012
- CHIPX first 6-inch TFLN wafer (C114) (2025). CHIPX first 6-inch TFLN wafer (C114). Issued 2025-06-09. m.c114.com.cn/w5285-1290717.html
- optics.org (2025). Laser 2025: CCRAFT and Lightium push thin-film lithium niobate PICs. Issued 2025-06-25. optics.org/news/laser-2025-ccraft-and-lightium-push-thin-film-li…
- PIC Magazine (2025). EU project announces Europe's first commercial supplier of LNOI wafers. Issued 2025-06-23. picmagazine.net/article/121970/EU_project_announces_Europe%E2%80…
- Yang Liu et al., Light: Advanced Manufacturing 6 1 (2025). Volume manufacturing of thin-film lithium niobate modulators with bandwidth > 110 GHz based on 4-inch wafer with a quartz handle. Issued 2025. doi:10.37188/lam.2025.047
- Ligentec and X-FAB expand integrated photonics offering with SOI and thin-film lithium niobate volume scaling (2026). Ligentec and X-FAB expand integrated photonics offering with SOI and thin-film lithium niobate volume scaling. Issued 2026-01-19. www.xfab.com/news/details/article/ligentec-and-x-fab-expand-inte…
- Jakob Declercq et al., 2025 European Conference on Optical Communications (ECOC) 1-4 (2025). 320 Gb/s Unamplified Transmission Using 1 00 GHz Ge PD and TFLN MZM on a Foundry-Compatible SiPh Platform Co-Packaged with Traveling-Wave Drivers and TIAs. Issued 2025-09-28. doi:10.1109/ecoc66593.2025.11263113
- Margot Niels et al., Nature Photonics 20 225-231 (2026). A high-speed heterogeneous lithium tantalate silicon photonics platform. Issued 2026-02. doi:10.1038/s41566-025-01832-9
- A double world-first: integrating lithium niobate and lithium tantalate modulators on silicon photonics through micro-transfer printing (2026). A double world-first: integrating lithium niobate and lithium tantalate modulators on silicon photonics through micro-transfer printing. Issued 2026-03-26. imec-int.com/en/articles/double-world-first-integrating-lithium-…
- Charles St-Arnault et al., Nature Photonics (2026). Integrated electro-optic circulator on thin-film lithium niobate for bidirectional optical fibre transmission. Issued 2026-09-11. doi:10.1038/s41566-026-02008-9
- Zhenyu Wang et al., Applied Physics Reviews 13 031312 (2026). On-chip nonlinear photonics: Advances and challenges in integrated PPLN optical parametric oscillators. Issued 2026-09-01. doi:10.1063/5.0315274
- AFR at OFC 2025: TFLN coherent driver modulators in volume shipment (2025). AFR at OFC 2025: TFLN coherent driver modulators in volume shipment. Issued 2025-04-07. www.fiber-resources.com/medias/140.html
- HyperLight 1.6T-DR8 TFLN reference transceiver (Business Wire China) (2026). HyperLight 1.6T-DR8 TFLN reference transceiver (Business Wire China). Issued 2026-03-17. www.businesswirechina.com/en/news/62386.html
- Lightwave (2024). HyperLight secures $37M in new funding. Issued 2024-09-24. lightwaveonline.com/home/article/55142234/hyperlight-secures-37m…
- CCRAFT photonic chips: Switzerland scaling (2026). CCRAFT photonic chips: Switzerland scaling. Issued 2026-07-02. www.csem.ch/en/press/ccraft-photonic-chips-switzerland-scaling/
- Genuine Optics unveils 3.2T OSFP module with 450 Gb/s lanes at ECOC 2026 (2026). Genuine Optics unveils 3.2T OSFP module with 450 Gb/s lanes at ECOC 2026. Issued 2026-09. www.einnews.com/pr_news/943821166/genuine-optics-unveils-3-2t-os…
- optics.org (2026). HyperLight-UMC-Wavetek report with CEO quote. Issued 2026-03-12
Events of 7.10
| Date | Event | Who | Ref | St |
|---|---|---|---|---|
| 2023-09 | Anpai completes an 8-inch TFLN design-plus-fab line in Wuhan (reporter claim) | URL | S | |
| 2024-05-23 | Lithium tantalate photonic integrated circuits for volume manufacturing | Chengli Wang, Zihan Li +4 | DOI | rec |
| 2024-09 | CHIPX (SJTU Wuxi) TFLN pilot line opens; first 6-inch TFLN wafer reported 2025-06 | URL | S | |
| 2024-09-24 | HyperLight raises USD 37 M Series B | URL | S | |
| 2024-11-20 | Q.ANT launches a photonic processor using TFLN modulator arrays | - | S | |
| 2025-04-07 | AFR reports volume shipment of 96 and 130 GBd TFLN coherent driver modulators; debuts a 400 Gb/s/lane TFLN chip | URL | rec | |
| 2025-04-28 | TDG Holding says 8-inch LN/LT wafers are in mass production | URL | S | |
| 2025-05-13 | CSEM spins off CCRAFT, a pure-play TFLN foundry in Neuchatel | Hamed Sattari (CEO) | URL | rec |
| 2025-06-23 | ELENA announces Europe's first commercial LNOI wafer supplier (150 mm); Soitec to supply CCRAFT | URL | S | |
| 2025-08-15 | Volume manufacturing of TFLN modulators > 110 GHz on 4-inch wafers with a quartz handle | Yang Liu, Zihan Zhou +3 | DOI | rec |
| 2025-09-25 | Silicon Austria Labs unveils an 8-inch TFLN wafer processed in its Villach cleanroom | Mohssen Moridi | URL | rec |
| 2025-09-28 | Transfer-printed TFLN MZMs on foundry silicon photonics: 2 km 160 GBd PAM-4 O-band link | Jakob Declercq, Shengpu Niu +2 | DOI | rec |
| 2025-10-31 | China issues national standard GB/T 46611-2025 for LN single-crystal thin films for EO modulators | URL | rec | |
| 2026-01-19 | Ligentec and X-FAB add TFLN-on-SiN and TFLN-on-SOI at 200 mm | URL | rec | |
| 2026-02 | High-speed heterogeneous lithium tantalate silicon photonics platform | Margot Niels, Tom Vanackere +3 | DOI | rec |
| 2026-03-11 | HyperLight, UMC and Wavetek partner for high-volume TFLN production on 6- and 8-inch wafers | Mian Zhang (CEO) | URL | rec |
| 2026-03-17 | OFC 2026: 1.6T-DR8 TFLN reference transceiver (single CW laser, 20 W) with TFC | URL | rec | |
| 2026-03-26 | imec: TFLN and LiTaO3 modulators integrated on silicon photonics by micro-transfer printing | URL | rec | |
| 2026-06-18 | HyperLight raises USD 80 M Series C led by MediaTek | URL | rec | |
| 2026-09-11 | Integrated electro-optic circulator on TFLN for bidirectional fiber transmission | Charles St-Arnault, Charles Laperle +3 | DOI | rec |