This Week In AI Chips - Revolutionizing AI Data Centers With Optical Solutions

Alchip Technologies and Ayar Labs have jointly introduced a co-packaged optics solution aimed at enhancing AI data center capabilities by addressing data movement bottlenecks impacting large AI infrastructures. Unveiled at the 2025 TSMC North America Open Innovation Platform Ecosystem Forum, this innovation promises to extend network connectivity beyond traditional rack limits, delivering ultra-high bandwidth, low latency, high radix, and improved energy efficiency for multi-rack AI clusters. This development stems from the limitations of traditional copper interconnects, which are increasingly inadequate for the growing demands of AI workloads. By integrating Ayar Labs' TeraPHY optical engines with Alchip's advanced packaging solutions, the new offering supports over 100 terabits per second of bandwidth and more than 256 optical ports per device. This collaboration aims to pioneer energy-efficient system architectures, supporting global AI proliferation.

In other trading, ACM Research (Shanghai) (SHSE:688082) was a standout up 10% and finishing the session at CN¥202.88, hovering around its 52-week high. Meanwhile, Waaree Energies (NSEI:WAAREEENER) trailed, down 6.9% to finish the session at ₹3,207.60. On Wednesday, Waaree Energies appointed Mr. Mahesh Ramchand Chhabria as an independent director during its AGM.

ACM Research (Shanghai)'s high valuation hinges on innovation amid competitive and geopolitical challenges. Click to explore the complete narrative on these pressing dynamics.

For a deeper understanding, revisit our Market Insights article on utilities and their pivotal role amidst the AI boom; don't miss out!

Best AI Chip Stocks

• NVIDIA (NasdaqGS:NVDA) finished trading at $178.19 up 0.3%, hovering around its 52-week high. On Friday, NVIDIA and Hitachi announced a strategic initiative to create a centralized AI infrastructure, powered by NVIDIA technologies, to enhance AI development across Hitachi's key sectors.
• ASML Holding (ENXTAM:ASML) finished trading at €812.80 up 0.1%, hovering around its 52-week high.
• Advanced Micro Devices (NasdaqGS:AMD) finished trading at $159.46 down 1.1%.

Summing It All Up

• Dive into all 71 of the AI Chip Stocks we have identified, like Kioxia Holdings, First Solar and BE Semiconductor Industries, right here.
• Seeking Other Investments? Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

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Sources:

• Simply Wall St
• "Alchip and Ayar Labs Unveil Co-Packaged Optics for AI Datacenter Scale-Up" from Alchip Technologies on GlobeNewswire (published 26 September 2025)

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