Deals Counterparts

STMicroelectronics enters high-volume production of PIC100 photonics chip for hyperscalers

Supply Agreement Data Center announced Crolles, France Mar 10, 2026
operating
Stage
PIC100
Project

STMicroelectronics has entered high-volume production of its PIC100 data center photonics chip, designed to support 800Gbps and 1.6Tbps optical interconnects for AI workloads. The company is planning and executing capacity expansions to more than quadruple production by 2027, underpinned by long-term capacity reservation commitments from its hyperscaler customers. This move positions STMicroelectronics to support the AI infrastructure super-cycle with its 300mm manufacturing lines in Crolles, France.

Get daily data center deal alerts — free, no spam.

Subscribe to access full counterpart details, deal analysis, and timeline.

Subscribe from €20/mo →

Deal Analysis

STMicroelectronics is making a decisive move to capture the AI infrastructure super-cycle, ramping up high-volume production of its PIC100 photonics chip. These chips are essential for hyperscalers, enabling the 800Gbps and 1.6Tbps optical interconnects vital for demanding AI workloads. Crucially, the company's plan to more than quadruple production by 2027 is backed by long-term capacity reservation commitments from its major hyperscaler customers. This expansion leverages STMicro's advanced 300mm manufacturing lines located in Crolles, France.
  • PIC100 chip enables 800Gbps and 1.6Tbps optical interconnects for AI.
  • Production to more than quadruple by 2027.
  • Backed by long-term capacity reservations from hyperscaler customers.
  • Manufacturing in Crolles, France, on 300mm lines.

Source Intelligence

KEY DETAILS

The PIC100 chip supports 800Gbps and 1.6Tbps optical interconnects for AI workloads: "Dubbed the PIC100, the chip supports incoming 800Gbps and 1.6Tbps optical interconnects across all workloads, including artificial intelligence (AI)". The PIC100 TSV platform is designed to support future generations of near packaged optics (NPO) and co-packaged optics (CPO): "ST said the PIC100 TSV platform is designed to support future generations of near packaged optics (NPO) and co-packaged optics (CPO)". The company plans to more than quadruple production by 2027: "planning and executing on capacity expansions to enable more than quadrupling of production by 2027".

Capacity
Looking ahead, we are planning and executing on capacity expansions to enable more than quadrupling of production by 2027.
Location
Both the silicon photonics and BiCMOS technologies are manufactured in STMicroelectronics’ 300mm fab in Crolles, France.
PPA Details
This fast expansion is fully underpinned by customers’ long-term capacity reservation commitments.
Announcement
March 10, 2026 By Charlotte Trueman
PARTIES MENTIONED IN SOURCE
S
STMicroelectronics seller

"European chip manufacturer STMicroelectronics has entered high-volume production of its data center photonics chip."

h
hyperscalers buyer

"ST is now entering high-volume production for leading hyperscalers."

high quality Enriched Mar 10, 2026

Timeline

Announced
Mar 10, 2026
Signed
Closed

Get the full picture — timeline, source intelligence, and counterpart analysis.

Subscribe from €20/mo →
Track Data Center deals