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Other Disclosures6769THine Electronics,Inc.Electrical Equipment and Precision Instruments

Notice of the exhibition of two new DSP-free optical semiconductor products offering ultra-low latency, low power consumption, high density and low cost for next-generation large-scale AI data centers at ECOC2026, Europe's largest optical communications technology exhibition

THine Electronics, Inc. will exhibit two PCIe 6-compliant DSP-less optical communications chipsets, a VCSEL driver and a TIA, at ECOC2026 in September 2026. The company aims to reduce latency, power consumption and costs while increasing density in optical transmission through its proprietary technology.

Worth reading
72In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
90
Latency reduction rate (%, planned figures for PCIe 7-compliant products and other products)
Wording
Conditional
How definitive the wording is.

Announced details

VCSEL driver THLD6481TIA THTA6482ZERO EYE SKEW® technology
Applicable field (uses covered by this announcement)
AI Data CenterAI server scale-upHikari TsushinNear-packaged optics (NPO)Co-packaged optics (CPO)Optical interconnects usable for connections between UCIe retimers
Launch date21–23 September 2026 (scheduled exhibition at ECOC2026) / PCIe 7-compliant products scheduled for sample availability in 2027
What the company reported numerically
Quantitative Effects

Latency can be reduced by 90% and power consumption by 73% (compared with systems using DSPs in the optical path)

Relationship between the counterparty and the company
THine Electronics,Inc.6769
Relationship with the Company

Product development is being advanced with support from an NICT grant program.

CounterpartyNational Institute of Information and Communications Technology (NICT)

A national research and development agency. Other details: not disclosed.

Registration number and expiry date

ZERO EYE SKEW® is a registered trademark of THine Electronics, Inc. Registration number and validity period: not disclosed. Grant program number: JPJ012368G70601

Location (as indicated in this announcement)

FYCMA (Trade Fairs and Congress Center of Málaga, Málaga, Andalusia, Spain)

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Source (materials cited by the company)

European Conference on Optical Communications (basis for describing it as Europe’s largest)

provided_specifications

PCIe 6-compliant, with transmission speeds of 64 Gbps per lane. PCIe 7-compliant chipsets will support transmission speeds of 128 Gbps per lane, with sample availability planned for 2027.

Announced details
ItemDetails
Names of Products / Services CoveredVCSEL driver THLD6481, TIA THTA6482, ZERO EYE SKEW® technology
CounterpartyNational Institute of Information and Communications Technology (NICT)
Counterparty overviewA national research and development agency. Other details: not disclosed.
Relationship with the CompanyProduct development is being advanced with support from an NICT grant program.
Launch date21–23 September 2026 (scheduled exhibition at ECOC2026) / PCIe 7-compliant products scheduled for sample availability in 2027
Applicable areaAI Data Center, AI server scale-up, Hikari Tsushin, Near-packaged optics (NPO), Co-packaged optics (CPO), Optical interconnects usable for connections between UCIe retimers
Registration number and expiry dateZERO EYE SKEW® is a registered trademark of THine Electronics, Inc. Registration number and validity period: not disclosed. Grant program number: JPJ012368G70601
LocationFYCMA (Trade Fairs and Congress Center of Málaga, Málaga, Andalusia, Spain)
Quantitative EffectsLatency can be reduced by 90% and power consumption by 73% (compared with systems using DSPs in the optical path)
SourceEuropean Conference on Optical Communications (basis for describing it as Europe’s largest)
provided_specificationsPCIe 6-compliant, with transmission speeds of 64 Gbps per lane. PCIe 7-compliant chipsets will support transmission speeds of 128 Gbps per lane, with sample availability planned for 2027.
Items this document does not state (8)
Contract ValueOffering priceContract DateAward/certification nameAwarding / certifying bodyLocation scaleUsage historyImpact on Business Performance

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To enable low-latency, low-power, high-density and low-cost ultra-high-speed data transmission between GPUs and memory as part of scaling up the computing capabilities of AI servers.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of the exhibition of two new DSP-free optical semiconductor products offering ultra-low latency, low power consumption, high density and low cost for next-generation large-scale AI data centers at ECOC2026, Europe's largest optical communications technology exhibition | THine Electronics,Inc. (6769) timely disclosure | Komori