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Quintessent and IQE Establish Quantum Dot Epitaxial Wafer Supply Chain for AI Optical Interconnects

Quintessent and IQE Establish Quantum Dot Epitaxial Wafer Supply Chain for AI Optical Interconnects

Steven Estrella
Director of Business Development
info@quintessent.com

Quintessent Inc., a pioneer in quantum dot laser technology and heterogeneous silicon photonics, and IQE plc, the leading global supplier of advanced epitaxial wafer products and services, have partnered together to establish the world’s first large-scale quantum dot laser and semiconductor optical amplifier (SOA) epitaxial wafer supply chain. This collaboration, supported by purchase order commitments from Quintessent, will see IQE deliver production quantities of epitaxial wafers to Quintessent throughout 2025.

The ever-growing demand for larger parameter models for AI training and inferencing necessitates the interconnectedness of disaggregated compute and memory resources with high bandwidth, low latency, low energy consumption and high reliability, which can only be met with advanced optical interconnects. The laser source within the optical interconnect is a major driver of all these performance metrics, but conventional laser technology and the associated III-V supply chain falls short of AI’s future demands. Reliability of the laser is especially crucial and is perceived to be a limiting factor in scaling optical interconnects for future AI “factories.” The use of quantum dot material provides a foundational breakthrough for laser and SOA technology resulting in longer lifetimes for enhanced reliability, wider operating temperatures, higher wall plug efficiency, lower noise, and higher immunity to back reflections.

The supply of high quality and high-volume quantum dot epitaxial wafers for laser sources and SOAs have been limited until recent breakthroughs were achieved by Quintessent and IQE, which have been in the making for the past decade, including research that was spun out of John Bower’s laboratory at the University of California, Santa Barbara. Transitioning the GaAs based quantum dot research to high volume production has resulted in highly optimized and high performing gain material on 6-inch diameter epitaxial wafers that can produce several hundreds of millions of edge-emitting lasers and SOAs per year.

“The performance, cost, and reliability advantages that quantum dot-based lasers and amplifiers enable over their quantum well counterparts are exactly what our customers are demanding to address the soaring need for optical connectivity in AI driven compute,” said Alan Liu, CEO and co-founder of Quintessent. “Through our partnership with IQE, we have brought this transformative technology to scale, positioning us to be the leader in delivering solutions leveraging quantum dot laser and SOA technology.”

“IQE is very pleased to have received this commitment from Quintessent,” said Mark Furlong, Chief Revenue Officer of IQE. “Our long-term partnership on commercial products and DoD programs has yielded QDL wafers with excellent reproducibility and lasing performance. In addition to expertise in volume manufacturing of epitaxial wafers, our partnership with Quintessent demonstrates IQE's strong track record in scaling the manufacturing readiness of new product into volume production.”

About Quintessent Inc.:

Quintessent is solving the foundational bottlenecks limiting the scalability and reliability of optical connectivity required by next-generation AI and computing infrastructure. Leveraging multiple innovations that span high-performance quantum dot materials, photonic integrated circuit design, and system-optimized link architecture, Quintessent’s technology slashes power consumption and packaging complexity while achieving multiplicative increases in both bandwidth density and reliability – unlocking the massive scaling needed for future AI applications.

Quintessent is headquartered in Santa Barbara, California.

To learn more about Quintessent, please visit www.quintessent.com or contact info@quintessent.com

About IQE plc:

IQE is the leading global supplier of advanced compound semiconductor wafers and materials solutions that enable a diverse range of applications across handset devices, global telecoms infrastructure, connected devices, and 3D sensing. As a scaled global epitaxy wafer manufacturer, IQE is uniquely positioned in this market which has high barriers to entry. IQE supplies the whole market and is agnostic to the winners and losers at chip and OEM level. By leveraging the Group’s intellectual property portfolio including know-how and patents, it produces epitaxy wafers of superior quality, yield and unit economics.

IQE is headquartered in Cardiff UK, with c. 670 employees across nine manufacturing locations in the UK, US, Taiwan and Singapore, and is listed on the AIM Stock Exchange in London.

To learn more about IQE, please visit http://iqep.com


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