Point2 Technology

What Point2 Technology does

Point2 Technology Inc. is a private fabless semiconductor company headquartered in San Jose, California, with an R&D base in Seoul, South Korea. Founded in 2016-2018 by Sean Park and HM Bae, PhD, the company develops ultra-low-power mixed-signal SoC solutions for high-speed interconnect, organized around three technology platforms: e-Tube RF transmission over plastic dielectric waveguide (claimed to deliver 10X the reach of copper, 3X lower power than optics, and 1000X lower latency than optical), the UltraWire family of 56G and 112G PAM4 smart retimer SoCs for 400G and 800G Active Electrical Cables, and the UltraRange 25G Electronic Dispersion Compensation (EDC) SoC for extended-reach optical transceivers used in 5G fronthaul and backhaul. Reference platforms include C-Tube 400G/800G AEC designs and RangeXtender 25G DWDM modules.

The company monetizes primarily through hardware sales of its proprietary SoCs, complemented by reference-design licensing that bundles SoC, PCB, software, and built-in self-test capabilities to cable manufacturers and optical module makers. Pricing is quote-based under multi-year contracts, sold via direct enterprise field sales targeting hyperscale AI/ML data center operators, 5G/wireless carriers, and automotive OEMs. Named commercial partners and customers include Foxconn Interconnect Technology, Sumitomo Electric Industries, OE Solutions, and Molex (the latter is both a strategic investor and commercialization partner). The investor base spans NVIDIA's NVentures, UMC Capital, Molex Ventures, Bosch Ventures, Maverick Silicon, and a syndicate of Korean financial investors, with cumulative funding reaching $76M across Series B extensions through April 2026.

Point2 holds ISO 9001:2015 and ISO 14001:2015 certifications, is a member of the Open Compute Project Startup Program and the Mobile Optical Pluggables Alliance, and has been recognized as a 2026 BloombergNEF Pioneer and a 2025 SEMI S3 Program finalist. Strategic priorities are clearly oriented toward enabling AI cluster scale-up at terabit speeds through the Foxconn FIT partnership (1.6T/3.2T ARC) and validated by NVIDIA's venture investment.

Name

Point2 Technology

Legal name

Point2 Technology Inc.

Website

https://point2tech.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

51–100 employees

Short description

Point2 Technology Inc. designs mixed-signal SoCs and RF-over-plastic-waveguide (e-Tube) interconnect platforms for hyperscale AI data centers, 5G/telecom operators, and tier-1 cable and module manufacturers such as Foxconn FIT, Sumitomo Electric, OE Solutions, and Molex.

Ownership category

akta.pro rank

Product category

Data Center Interconnect Semiconductors

NAICS

Other Communications Equipment Manufacturing (33429)

SIC

Semiconductors & Related Devices (3674), Computer Communications Equipment (3576)

akta.pro primary industry

RF Transceivers & RFIC SoCs (Cellular/Wi‑Fi/Bluetooth) (HDAHAMAE)

akta.pro secondary industry

Mobile & Wireless Connectivity SoCs (Modem/Wi‑Fi/Bluetooth/GNSS) (HDAHABAA)

Keywords

• High-speed interconnect SoCs
• Active electrical cables
• Data center connectivity
• RF waveguide technology
• PAM4 retimer chips

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Technology or R&D, Supply Chain, Operations, Marketing or Sales

Revenue model

1. Semiconductor SoC Sales: Sale of proprietary mixed-signal SoC chips for interconnect applications including smart retimers (UltraWire series), EDC SoCs, and RF transceivers for e-Tube technology
2. Reference Design Licensing: Comprehensive reference designs including PCB designs, software, and built-in self-test capabilities provided to cable manufacturers and module makers for integration into their products

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Point2 Technology designs and sells proprietary mixed-signal semiconductor SoCs and an RF-over-plastic-waveguide (e-Tube) technology platform that enable multi-terabit active electrical cables and extended-reach optical transceivers. Products include UltraWire 56G/112G PAM4 smart retimer SoCs, UltraRange 25G electronic dispersion compensation (EDC) SoCs, Raon CDR/retimer chips, C-Tube active electrical cable reference designs, and RangeXtender 25G DWDM modules, sold primarily to hyperscale AI/ML data center operators, cable and optical module manufacturers, and 5G infrastructure providers.

Product overview

Point2 Technology is a provider of ultra-low-power, low-latency mixed-signal SoC connectivity solutions for multi-terabit interconnect in AI/ML data centers and 5G infrastructure. The product portfolio centers on three core technology platforms: (1) e-Tube RF Transmission over Plastic Waveguide - a breakthrough interconnect technology using RF signaling over plastic waveguides; (2) UltraWire Smart Retimer family (56G and 112G PAM4) - purpose-built CDR/retimer SoCs for Active Electrical Cables; and (3) UltraRange EDC SoCs for optical transceiver modules enabling extended reach for 5G networks. The company offers reference platforms including C-Tube 400G/800G AECs and RangeXtender DWDM modules. Products target hyperscale AI/ML datacenters and 5G wireless infrastructure with solutions for rack-scale compute systems, accelerator-to-accelerator connectivity, and front/backhaul networks.

Differentiator

Problem solved

Functional benefit

Brands

• e-Tube: RF transmission over plastic dielectric waveguide technology platform enabling multi-terabit active cables with 10x reach of copper, 3x lower power than optics, and 1000x lower latency. Used for AI data center interconnects.
• UltraWire
• UltraRange
• C-Tube
• RangeXtender
• Raon
• UltraWave

Products and services

• e-Tube RF Transmission over Plastic Waveguide Scalable interconnect technology platform using RF data transmission through plastic dielectric waveguides. Provides 10X longer reach than copper at comparable cost, 3X lower power than optical cables, and 1000X lower latency than optics. Enables multi-terabit active cables for AI data centers and automotive applications.
• UltraWire 56G PAM4 Smart Retimer Purpose-built smart retimer SoC for 400G Active Electrical Cable applications, supporting 56G PAM4 signaling with ultra-low power consumption and low latency for hyperscale AI/ML data center interconnects.
• UltraWire 112G PAM4 Smart Retimer (P1B121) Next-generation 8x112G PAM4 Smart Retimer SoC for 800G/1.6T Active Electrical Cable applications. Delivers 2X lower power consumption and 20X lower latency than competing solutions for hyperscale AI/ML datacenters.
• UltraRange 25G EDC SoC (P3A280) Electrical Dispersion Compensation mixed-signal SoC enabling 25G optical transceiver modules with extended reach up to 40 km. Supports DWDM optical modules for 5G fronthaul/backhaul and carrier/cable internet upgrades with less than 2.5W and 40% lower TCO.
• Raon CDR/Retimer SoC Fully integrated 4-channel uni-directional CDR and retimer SoC for hyperscale data center connectivity. Supports 28G NRZ or 56G PAM4 per lane with up to 25 dB channel loss compensation and power efficiency of 4.5 mW/Gbps for QSFP56 and QSFP-DD modules.
• UltraWave RF Transmitter/Receiver SoC RF transmitter and receiver SoC components for e-Tube Active RF Cable (ARC) and Near Pluggable e-Tube (NPE) solutions enabling 1.6T and 3.2T data rates for AI cluster scale-up.
• C-Tube 400G AEC Reference Platform 400G Active Electrical Cable reference platform enabling ToR to ToR switches, ToR to servers, spine to leaf switches, and distributed disaggregated chassis interconnects. Built on C-Tube technology with PAM4 SoC, consuming 4.5W per cable end at up to 7m length.
• C-Tube 800G AEC Reference Platform 800G Active Electrical Cable reference platform for hyperscale AI/ML datacenter deployments. Provides higher bandwidth density and extended reach compared to copper alternatives with 40% lower power and 40% reduced cable volume.
• RangeXtender 25G DWDM Module RangeXtender reference design module for 25G DWDM optical transceivers. Enables extended reach up to 40 km for 5G wireless fronthaul/backhaul and cable operator networks, reducing TCO by up to 25%.
• RangeXtender2 Module reference design with PAM4/NRZ SoC and proprietary EDC technology for 5G networks. Extends reach to 40 km for 5G, edge and cloud fronthaul/backhaul networks, reducing TCO by up to 25%.

Quantifiable outcome

• Power consumption reduced by 50% compared to optical interconnects
• +6 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Five partnerships are on record, tiered major, core and minor.

• Keysight TechnologiesmajorTechnology or Integration · 29 January 2026Strategic partnership to validate e-Tube interconnect technology using Keysight's high-speed digital test solutions (M8050A BERT and DCA-X Sampling Oscilloscopes) for AI data center applications at 1.6T and 3.2T speeds.
• Foxconn Interconnect Technology (FIT)coreStrategic or Co-development Partner · 5 August 2025MOU partnership to develop and commercialize 1.6T and 3.2T Active RF Cables (ARC) and Near Pluggable e-Tube (NPE) solutions. FIT VP Julia Jiang called it a game-changer for AI computing and accelerated network interconnect.
• Sumitomo Electric Industries (SEI)majorStrategic or Co-development Partner · 25 March 2025MOU to develop cutting-edge 25G optical transceiver modules for carrier, cable internet, and 5G/6G wireless infrastructure upgrades using Point2's EDC mixed-signal SoC technology.
• Open Compute Project (OCP)minorStrategic or Co-development Partner · 20 August 2024Membership in OCP Startup Program, an invite-only tier for innovative hardware and software startups focused on open-source designs for hyperscale data center operators.
• Mobile Optical Pluggables Alliance (MOPA)minorStrategic or Co-development Partner · 16 July 2024Joined alliance founded by Ericsson, Nokia, Sumitomo Electric, Coherent, Lumentum, and Semtech to develop standards for mobile optics supporting 5G/6G network buildouts.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• NVIDIA: NVIDIA's NVLink, Spectrum-X, and BlueField networking platforms define the AI cluster interconnect roadmap, making it both a strategic investor (via NVentures in Point2's Series B extension) and a competitive threat whose proprietary fabric could limit third-party interconnect adoption.
• Marvell Technology: Marvell is a broad incumbent in data center interconnect silicon (DSPs, retimers, PAM4 PHYs, optical DSPs) serving cloud, 5G, and AI customers, providing overlapping capability to Point2's UltraWire and UltraRange SoC families across multiple end markets.
• Broadcom: Broadcom is a leading supplier of high-speed Ethernet switch silicon, DSPs, and optical interconnect components used by hyperscalers, competing with Point2 across the data center and 5G infrastructure stack and anchoring the incumbent supply chain.

Direct peers

• Semtech: Semtech supplies optical and communications ICs (CDRs, TIAs, laser drivers) and active cable components for data center and 5G wireless infrastructure, overlapping with Point2's UltraRange EDC SoC and AEC offerings for 25G/100G and beyond applications.
• Credo Technology: Credo designs high-speed interconnect semiconductors (PAM4 retimers, DSPs, AECs) for hyperscale data centers and AI clusters, making it a direct competitor in the same AEC/retimer sockets that Point2's UltraWire and C-Tube products target.
• MACOM Technology Solutions: MACOM designs high-performance analog RF, photonic, and optical semiconductor products for data center, telecom, and industrial applications, overlapping with Point2's RF-over-plastic-waveguide and high-speed interconnect SoC positioning.
• Astera Labs: Astera Labs provides AI/cloud interconnect SoCs including retimers, AECs, and intelligent fabric silicon for GPU-to-GPU connectivity, directly competing with Point2's e-Tube/UltraWire offerings in the AI rack-scale compute fabric.
• Alphawave Semi: Alphawave designs high-speed SerDes, retimer, and connectivity IP/chips for data center, 5G, and AI applications, directly comparable to Point2's mixed-signal SoC portfolio targeting 112G/lane and beyond interconnect speeds.
• Coherent: Coherent is a leading manufacturer of optical transceivers, pluggables, and active optical cables for hyperscale data centers and telecom, representing the incumbent optical interconnect technology that Point2's e-Tube and AEC platforms are positioned to displace.
• Lumentum: Lumentum produces optical components, transceivers, and laser modules for cloud data center and 5G networks, competing in the same interconnect sockets as Point2's UltraRange EDC-enabled optical transceiver modules and a fellow MOPA alliance member.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/point2-technology

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds6 records

Investors25 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Point2 Technology