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M&A / Property

Enablence, Sivers, O-Net to work on ELS module

By The Northwire Desk — AI Analysis Mar 17, 2026 · 16:40 ENA · 2.30 Enablence Technologies Inc
ENA · Price

Executive Summary

  • Enablence Technologies Inc. has entered into a strategic partnership with Sivers Semiconductors AB and O-Net Technologies to develop an eight-channel external light source (ELS) module.
  • The collaboration targets the AI data centre and high-performance computing (HPC) markets, aiming to accelerate the commercialization of co-packaged optics (CPO) architectures.
  • The companies will showcase their solutions and discuss the partnership at the OFC Show in Los Angeles from March 17 to March 20.

Key Details

  • Partners: Enablence Technologies Inc., Sivers Semiconductors AB, and O-Net Technologies.
  • Product: An eight-channel external light source (ELS) module for AI data centres and HPC systems.
  • Technical Integration: O-Net Technologies serves as the OEM partner, integrating Sivers Semiconductors' laser arrays with Enablence's NxN Star Coupler to create a scalable ELS module for next-generation scaleout and scale-up optical systems.
  • Market Context: CEO Todd Haugen cited a McKinsey report forecasting the AI infrastructure market to surpass $7 trillion by 2030, highlighting the need for high-performance CPO architectures to meet compute requirements.
  • Event Details: The companies will exhibit at OFC 2026 in Los Angeles (March 17–20).
    • Enablence: Booth No. 4812
    • Sivers: Booth No. 1250
    • O-Net: Booth No. 2039
  • Product Capabilities: The resulting solution is described as compact and scalable, enabling multiwavelength optical interconnects for scaleout networking and scale-up compute implementations.

Notable Quotes

  • Alex McCann, Managing Director, Sivers Semiconductors: "External light sources are critical to scalable co-packaged optics... Our DFB laser arrays deliver the performance, reliability and wavelength stability required for evolving CPO architectures, which will accelerate the deployment of next-generation AI infrastructure, including high-performance computing systems (HCPs) and next-generation data centres."
  • Todd Haugen, CEO, Enablence Technologies: "Meeting the needs of this fast-growing sector means accelerating commercialization of high-performance CPO architectures as one of a handful of optics solutions that can meet AI data centre compute requirements. Collaboration is also key to successful commercialization, and we are excited to partner with Sivers and O-Net where our NxN star coupler helps to enable efficient wavelength distribution at scale."
  • Austin Na, CEO and Chairman, O-Net Technologies: "O-Net Technologies is pleased to partner with Sivers and Enablence to enhance our eight-channel external light source module... Together, we're enabling a practical, scalable ELS aligned with the needs of high-performance compute (HPC) and AI data centres."
Read the original news release →

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