Agoracom Discussion re: Luxshare & MRVL
Re: Marvell going for optical interposer packagingIn Response To Re: Marvell going for optical interposer packaging
CHATGPT reply on a possible connection, which one must consider the questionable source:
Yes, it's plausible that POET Technologies' optical technology is indirectly integrated into Marvell products through their shared partner, Luxshare-TECH.GlobeNewswire+5Wisdomplexus+5PR Newswire+5
The Connection: POET ? Luxshare ? Marvell POET and Luxshare Collaboration: POET Technologies has partnered with Luxshare-TECH to develop 400G and 800G receive optical engines (RXOEs). These components are designed for high-speed optical transceivers, integrating photonic and electronic elements on a single interposer chiplet. Luxshare-TECH utilizes these optical engines in their transceiver modules targeted at AI and data center applications. Lightwave Online+2GlobeNewswire+2poet-technologies.com+2
Luxshare's Role with Marvell: Luxshare-TECH collaborates with Marvell as part of the Active Electrical Cable (AEC) ecosystem. At the Optical Fiber Communication Conference (OFC) 2025, Luxshare showcased demonstrations of 800G and 1.6T AEC solutions using Marvell's Alaska A DSPs. These solutions are tailored for high-bandwidth, low-latency AI infrastructure.
Marvell Technology Indirect Integration: While there's no direct evidence of POET's optical engines being used in Marvell's products, Luxshare's involvement with both POET and Marvell suggests a potential indirect integration.
If Luxshare incorporates POET's optical technology into modules that interface with Marvell's DSPs, POET's technology could be part of the overall solution. Conclusion While a direct technological link between POET and Marvell isn't confirmed, the collaboration between POET and Luxshare, combined with Luxshare's partnership with Marvell, creates a pathway for POET's technology to be integrated into Marvell's products.
agoracom.com
Perplexity in response to "Who makes optical engines for Marvell?"
Marvell designs and manufactures its own optical engines, specifically leveraging its silicon photonics technology for next-generation data center and AI networking applications. Marvell’s optical engines, such as the 1.6T and 6.4T silicon photonics light engines, are highly integrated devices featuring electrical and optical interfaces, and are used in products like linear-drive pluggable optics (LPO) modules or can be integrated directly into systems 2 5 4. While Marvell collaborates with ecosystem partners for module commercialization and system integration, the core optical engine technology is developed in-house 2 5.
Marvell’s silicon photonics expertise has been bolstered by previous acquisitions, notably Inphi, which was a pioneer in high-speed optical communications 8. However, Marvell itself is the primary maker of its optical engines.
perplexity.ai
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In the long run, it will be the customer that selects the best solution. How does POET Technologies optical interposer platform compare to standard silicon photonics wafer level packaging and testing?
Perplexity with a decent response:
Wasn't able to capture the table. Just go to the link above.
agoracom.com
I feel like they might be building products around Poet's hybrid integration platform given their recent collaboration with SHINE. Given Poet's patents I believe we could see a licensing deal once Marvell's engines pass the sample test phase with their own customers. I will look more into Marvell's patents to make sure but I find it interesting that Marvell recently cited this: patents.google.com
This is just my opinion though
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