NewPhotonics
NewPhotonics is an Israel-based fabless semiconductor company that designs highly integrated photonic IC chips with proprietary all-optical signal processing for power-efficient 1.6T to 6.4T optical interconnect in AI hyperscale data centers, selling to OEM partners and validating with NVIDIA, Amazon, and Microsoft.
- Company typePrivate
- Founded2020
- HeadquartersTel Aviv-yafo, Israel
- Headcount11–50
- GTM typeB2B
- OfferingHardware or Manufacturing
What NewPhotonics does
NewPhotonics LTD. is an Israel-based fabless semiconductor company founded in 2020, headquartered in Petah Tikwa, that designs highly integrated photonic integrated circuit (PIC) chips for optical interconnect in AI-scale data centers. Its core technology combines wafer-level heterogeneous InP-on-silicon laser integration on Tower Semiconductor's PH18DA platform (delivered via foundry partner OpenLight) with its proprietary OSPic all-optical signal processing engine, which performs equalization in the optical domain to eliminate the need for DSPs and deliver up to 50% power reduction versus DSP-based modules. The product portfolio spans three interconnect architectures: NPG102 Series DSP pluggable optics at 800G and 1.6T, LPO+ pluggable optics at 800G and 1.6T for multi-vendor interoperability, and the NPC505 Series co-packaged and near-packaged optics chiplets targeting 1.6T to 6.4T aggregate bandwidths, with the NPG10240 3.2T 448G/lane PIC in commercial rollout for Q4 2026 and the Syncra heaterless micro-ring modulator introduced for CPO thermal management.
The company sells PIC chips to a small set of OEM partners (Gemtek Technology for 1.6T OSFP HVM and Centera Photonics for 1.6T LPO modules) who build the transceiver and pluggable modules that ultimately ship into hyperscale AI data centers; product validation is in progress with NVIDIA, Amazon, and Microsoft, with mass production slated for 2027. Beyond hyperscalers, NewPhotonics pursues a telecom vertical via a SoftBank collaboration targeting AI-RAN, fronthaul, and 6G optical-electronics convergence, and participates in OCP, OCI-MSA, and LPO-MSA standards bodies. The company is privately held and venture-backed (AWZ Ventures, GoldAcre, NextLeap Ventures, TRIREC, Reuben Brothers, VAHOCA, Serverfarm, Israel Innovation Authority, and European Innovation Council), with total disclosed funding of approximately $28.6 million and 11-50 employees. Operating status is pre-mass-production with first volume production orders placed in March 2026.
NewPhotonics firmographics
Firmographics- Name
- NewPhotonics
- Legal name
- NewPhotonics LTD.
- Website
- https://newphotonics.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- NewPhotonics is an Israel-based fabless semiconductor company that designs highly integrated photonic IC chips with proprietary all-optical signal processing for power-efficient 1.6T to 6.4T optical interconnect in AI hyperscale data centers, selling to OEM partners and validating with NVIDIA, Amazon, and Microsoft.
- Ownership category
- akta.pro rank
NewPhotonics industry classification
Industry- Product category
- Silicon Photonics Integrated Circuits
- NAICS
- Semiconductor and Related Device Manufacturing (334413)
- SIC
- Computer Communications Equipment (3576), Semiconductors & Related Devices (3674)
- akta.pro primary industry
- Networking & Data Center Silicon (Switch/NIC/DPU/SerDes) (HDAHABAB)
- akta.pro secondary industries
- Optoelectronic Receivers & Transceivers (Photodetectors/Optical Modules) (HDAHALAM), Optical Transceivers (SFP/SFP+/SFP28/QSFP/QSFP-DD/OSFP) (HDAFAEAE)
Keywords
Where NewPhotonics is headquartered
LocationHeadquarters
- HQ city
- Tel Aviv-yafo
- HQ country
- Israel
- HQ region
- Middle East
Offices1 record
Markets served
NewPhotonics business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Technology or R&D, Personnel, Supply Chain, Marketing or Sales, Operations, Infrastructure
Revenue model
- Photonic IC Chip Sales: NewPhotonics sells photonic integrated circuit (PIC) chips to OEM partners who manufacture transceivers and pluggable optical modules. The company operates as a fabless semiconductor, designing chips and partnering with manufacturers like Gemtek for high-volume production. Revenue comes from chip sales to module manufacturers and direct optical interconnect solutions.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
NewPhotonics product offering
Product offeringCore offering
NewPhotonics designs and sells highly integrated photonic integrated circuit (PIC) chips for AI-scale data center optical connectivity. The fabless semiconductor company provides laser-integrated PICs for DSP-based pluggable optics (NPG102 Series at 800G and 1.6T), LPO+ pluggable optics with proprietary OSPic all-optical signal processing, and co-packaged/near-packaged optics (NPC505 Series) chiplets spanning 1.6T to 6.4T bandwidths. Products are sold to OEM partners (Gemtek, Centera Photonics) who manufacture transceivers and pluggable modules for hyperscale AI data centers.
Product overview
NewPhotonics is a fabless semiconductor company headquartered in Tel Aviv, Israel, delivering highly integrated photonic integrated circuit (PIC) chips for AI-era data center optical connectivity. The product portfolio spans three interconnect architectures: DSP-based pluggable optics (NPG102 Series for 800G and 1.6T), LPO+ pluggable optics with integrated OSPic all-optical signal processing (NPG102 Series for 800G and 1.6T with up to 50% power reduction), and co-packaged/Near-Packaged Optics (NPC505 Series chiplets from 1.6T to 6.4T). The company also offers the NPG10240 as the industry's first 3.2Tbps 448G/lane transmitter-on-chip PIC. Key enabling technologies include the proprietary OSPic all-optical signal processor (integrated across all PIC products), heterogeneous laser integration (InP-on-silicon via Tower Semiconductor's PH18DA platform), the Syncra heaterless MRM solution with Niox zero-loss monitoring for CPO, and the NPC50503 as the industry's first serviceable 1.6T NPO chiplet. Products are available in DSP and LPO+ variants for scale-out pluggable modules and in CPO/NPO chiplet form factors for scale-up architectures.
Differentiator
Problem solved
Functional benefit
Brands
- OSPic: Proprietary all-optical signal processing technology integrated in PICs for improved signal speed, integrity and interoperability
- LPO+
- Syncra
- Niox
- NPG102 Series
- NPC505 Series
Products and services
- NPG102 Series DSP Pluggable Optics PICs
- NPG10204 1.6T DR8 PIC
- LPO+ NPG102 Series (NPG10202/NPG10203) with OSPic Optical Equalizer
- NPG10240 3.2T 448G/Lane Transmitter-on-Chip PIC
- NPC505 Series Co-Packaged Optics Chiplets
- NPC50503 1.6T NPO Chiplet
- Syncra Heaterless Micro-Ring Modulator (MRM)
Quantifiable outcome
- Up to 50% power reduction in LPO+ solutions vs DSP-based optical modules
- +5 more outcomes
Companies that use NewPhotonics
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
NewPhotonics technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
NewPhotonics partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and supporting.
- Gemtek Technology Company LtdcoreStrategic manufacturing partnership where Gemtek produces the AiPhoton 1.6T OSFP transceiver using NewPhotonics NPG10204 PIC with integrated laser. Collaboration combines NewPhotonics' laser-integrated PIC technology with Gemtek's high-volume manufacturing capabilities to address demand for 1.6T pluggable optics. Gemtek's stock surged 50% in 2026 as it targets NVIDIA's AI optical communications market.
- yieldHUBsupportingNewPhotonics adopted yieldHUB's advanced data analytics models, heterogeneous test flows, and rapid root-cause identification capabilities across silicon photonics products. yieldHUB is the industry's leader in advanced yield management and semiconductor analytics solutions, enabling superior quality and reliability in high-volume PIC production.
- Centera Photonics Inc.coreCentera Photonics developed first 1.6Tbps DR8 LPO transceiver module featuring NewPhotonics' NPG10203 1.6T LPO+ PIC with integrated lasers, modulators, and OSPic optical signal processor. Product targets power efficiency and scalable optical architectures for AI workloads.
- Tower Semiconductor / OpenLightcoreVolume production partnership using Tower Semiconductor's PH18DA indium phosphide on silicon platform. OpenLight received first volume production orders from NewPhotonics for 800G and 1.6T laser-integrated PICs. NewPhotonics is first customer to bring designs to volume production on this platform, enabling improved bandwidth density, power efficiency, and footprint reduction.
- AIM PhotonicssupportingNewPhotonics is part of the AIM Photonics ecosystem, a U.S. Department of Defense-backed national manufacturing innovation institute offering end-to-end PIC development services from design through packaging and testing.
- Luceda PhotonicssupportingPartnership with Luceda Photonics for PIC design tools and joint webinar on delivering LPO advantage through the SiP chip value chain. Celebration of 10 years in business together.
- SoftBank CorporationcoreCollaboration to advance photonics for LPO, CPO and all-optics switch fabric for AI-RAN in data centers. Joint effort targets improved GPU/CPU/switch fabric performance with PIC and low latency optical connectivity, addressing power consumption and capacity bottlenecks in AI cluster workloads. Includes patented optical SerDes enabling higher density and low latency data transfer in mobile fronthaul.
- Arista NetworkssupportingOngoing conversations on LPO with industry leaders including Arista Networks founder Andy Bechtolsheim, playing critical role in future of next generation signal processing driven by optical connectivity solutions.
- CredosupportingCollaboration with Credo to push boundaries of optical photonic chips and scale solutions for AI infrastructure demands. Credo contributes to optical interconnect development supporting NewPhotonics' high-density, low latency solutions.
- Intel CorporationsupportingCollaboration to introduce 224Gbps and beyond end-to-end electrical-to-optical link for data center scaling. Demonstrated unprecedented high efficiency all-optics breakthrough with Intel's 224Gbps SerDes achieving exceptional PAM4 performance without DSP requirement.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
NewPhotonics competitors and assessment
Company assessmentBroad incumbents
- Intel Corporation: Intel has a silicon photonics business targeting data center optical interconnect and demonstrated 224Gbps SerDes interoperability with NewPhotonics in 2023. Intel competes broadly in networking silicon and integrated photonics, overlapping with NewPhotonics' PIC roadmap.
- Coherent Corp: Coherent is a major incumbent in optical transceivers and photonic components for data centers, including InP-based lasers and integrated optics. Coherent was a nominee alongside NewPhotonics for the ECOC 2024 innovation award and competes in similar product categories.
- Broadcom: Broadcom is a founding member of OCI-MSA alongside NVIDIA and Meta, and is a major supplier of switching ASICs and optical components into hyperscale data centers. Its silicon photonics and optical DSP portfolio directly competes with NewPhotonics' PIC-based approach.
- Lumentum Holdings: Lumentum is a major supplier of photonic components including lasers, modulators, and integrated optics used in data center transceivers. It supplies enabling components to the same OEM partners NewPhotonics sells into and competes in adjacent photonic integration.
- Marvell Technology: Marvell (including Inphi) is a leading supplier of DSP chips for optical transceivers and coherent optical platforms. Its DSP-based interconnect solutions compete directly with NewPhotonics' OSPic-enabled LPO/LPO+ approach that eliminates the DSP.
Others
- Tower Semiconductor: Tower Semiconductor is the foundry partner providing the PH18DA InP-on-Silicon platform on which NewPhotonics manufactures its PICs. While not a direct competitor, Tower is a critical enabler and the sole production source for NewPhotonics' volume products.
Emerging players
- Celestial AI: Celestial AI develops the Photonic Fabric optical interconnect platform for AI accelerators, directly competing with NewPhotonics in the CPO/NPO chiplet category for GPU/switch scale-up interconnect.
- Ayar Labs: Ayar Labs develops in-package optical I/O solutions using silicon photonics for AI and HPC workloads, directly competing with NewPhotonics' CPO/NPO chiplet offerings (NPC505 series). Both target GPU-to-GPU optical interconnect at the package level.
- Credo Technology: Credo is an established semiconductor company specializing in high-speed connectivity and DSP retimer solutions for optical interconnects. Credo has a partnership with NewPhotonics for optical interconnect development but also competes in adjacent connectivity silicon.
- Lightmatter: Lightmatter builds photonic compute and interconnect platforms for AI data centers, including optical I/O technology. It overlaps with NewPhotonics' CPO/NPO chiplet roadmap and targets the same hyperscaler AI infrastructure segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
NewPhotonics social profiles
Digital presenceNewPhotonics financial estimates
Financial estimateRevenue estimate
Valuation estimate
NewPhotonics leadership team
Management profileNumber of profiles
Profiles8 records
NewPhotonics funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NewPhotonics M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NewPhotonics
What does NewPhotonics do?
NewPhotonics designs and sells highly integrated photonic integrated circuit (PIC) chips for AI-scale data center optical connectivity. The fabless semiconductor company provides laser-integrated PICs for DSP-based pluggable optics (NPG102 Series at 800G and 1.6T), LPO+ pluggable optics with proprietary OSPic all-optical signal processing, and co-packaged/near-packaged optics (NPC505 Series) chiplets spanning 1.6T to 6.4T bandwidths. Products are sold to OEM partners (Gemtek, Centera Photonics) who manufacture transceivers and pluggable modules for hyperscale AI data centers.
Is NewPhotonics a public or private company?
NewPhotonics is a private company. It is classified as venture growth investor backed and is currently operating.
When was NewPhotonics founded?
NewPhotonics was founded in 2020. It employs 11 to 50 people.
Where is NewPhotonics based?
NewPhotonics is headquartered in Tel Aviv-yafo, Israel, in the Middle East region.
How does NewPhotonics make money?
One revenue line is on record: photonic IC Chip Sales.
Who are NewPhotonics's main competitors?
Broad incumbents on record are Intel Corporation, Coherent Corp, Broadcom, Lumentum Holdings and Marvell Technology. Tower Semiconductor is listed as an others. Emerging players are Celestial AI, Ayar Labs, Credo Technology and Lightmatter.
Does NewPhotonics have an API?
No public API is recorded for NewPhotonics.
What industry is NewPhotonics in?
NewPhotonics's product category is Silicon Photonics Integrated Circuits. Its primary akta.pro industry code is HDAHABAB, Networking & Data Center Silicon (Switch/NIC/DPU/SerDes), with a secondary code of HDAHALAM, Optoelectronic Receivers & Transceivers (Photodetectors/Optical Modules). Its NAICS code is 334413 and its SIC code is 3576.