**Key Points:**

**OCP Announces Establishment of Optical Circuit Switching (OCS) Subproject**

The Open Compute Project (OCP) Foundation announced the establishment of a new Optical Circuit Switching (OCS) subproject. The newly established OCS subproject will promote collaboration in open optical switching technology to meet the growing connectivity demands for high bandwidth, low latency, and energy efficiency in data-intensive applications such as artificial intelligence. The project will be jointly led by volunteers from OCP member companies iPronics and Lumentum, with Coherent, Google, Lumotive, Microsoft, nEye, NVIDIA, Oriole Networks, and POLATIS (HUBER+SUHNER) participating as founding members.

**Multiple Advantages Over Traditional Electrical Switching**

OCS offers multiple advantages compared to traditional electrical switching. OCS utilizes photonic technology to achieve optical data transmission, significantly reducing power consumption for large-scale AI workloads while improving reliability. OCS provides a scalable and sustainable solution for AI clusters, capable of handling massive data throughput while ensuring seamless integration with various network protocols and adapting to the same software-defined network APIs and management frameworks.

**Domestic Manufacturers Actively Deploy OCS Products**

Domestic manufacturer Saimo Electronic announced on the evening of August 15, 2025, that a MEMS-OCS (Optical Circuit Switching device) manufactured by its controlling subsidiary Silexica Beijing passed customer validation. Silexica Beijing received a purchase order from the customer, initiating small-batch trial production of the first batch of MEMS-OCS 8-inch wafers.

The MEMS-OCS is manufactured based on 8-inch MEMS process and design technology, featuring complex and precise structure. It consists of a micromirror array composed of a specified number of plane mirrors, which can be used to precisely adjust the refraction direction of optical links, achieving signal switching and bidirectional propagation between optical links, improving overall system performance and stability while reducing system costs and power consumption. It can be widely applied in scenarios such as data center networks and supercomputing system clusters.

Previously, Saimo Electronic announced on December 24, 2023, that its Swedish subsidiary Silex Sweden began commercial-scale mass production projects for MEMS-OCS. The current implementation and commercial mass production of MEMS-OCS related technology at the Beijing facility marks that the technology can achieve commercial implementation locally without relying on the Swedish facility, representing a major breakthrough for domestic manufacturers in the MEMS-OCS field.

The MEMS industry empowers various industries, but requires a lengthy development cycle before reaching mass production. Silexica Beijing continues to increase R&D investment, independently accumulating fundamental processes, actively exploring production expertise for various MEMS device wafers, striving to provide high-quality MEMS process development and wafer manufacturing services for customers in communications computing, biomedical, industrial automotive, consumer electronics, and other fields, especially domestic Chinese customers. The company actively promotes the formation and enhancement of autonomous and controllable MEMS process development and wafer manufacturing capabilities locally through the "Pure-Foundry" model, accelerating the domestic substitution process.

**Risk Warnings** 1) Downstream demand falling short of expectations 2) Intensified competition 3) Technology iteration falling short of expectations