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Photonics CEO says “Europe is underrated” “The innovation that has occurred here has not been commercialized in Europe. Whatever was good enough was either taken away to Taiwan or to the US.” “Europe has done this once. It's a long time ago, but it's been a 40-year success story, and it's called ASML, and that's been incredible.” “I think Europe is ready for more stories like that.”
Molly O’Shea@MollySOShea12h ago
NEW: Why This NVIDIA Engineer Left to Build @ThemaFoundry Thema is building photonics manufacturing capacity in Europe “If you look at an AI factory today, 50% of that is GPUs, but the other 50% is the technology to interconnect these GPUs.” I sat down with Thema's CEO Herwig Van Hove & CTO Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure. Yannick spent 5 years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he calls the “golden palace” to join Thema & help build large-scale photonics manufacturing in Europe. › Production starts 2027 › Full ramp by 2028 › Talent from NVIDIA, AWS, TSMC & Lam Research We get into › Why copper breaks inside AI infrastructure › How photonics could reduce the networking & energy bottlenecks facing AI factories › Why the photonics supply chain wasn't prepared for the AI boom › What Yannick learned building silicon photonics at NVIDIA › Thema's plan to begin production in 2027 & build a major photonics manufacturing platform in Europe
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