Point2 Technology’s RF-over-Plastic Waveguide: Better Solution than Optical for High-Speed Interconnects in AI Data Centers

In an exclusive interview with EEHerald, David Kuo, Vice President of Product Marketing and Business Development at Point2 Technology, discusses the company’s innovative high-speed data interface semiconductor interconnect technology. Designed to replace copper in AI servers and other high-speed applications, Point2’s RF-over-plastic waveguide solution, known as E-Tube, promises significant advantages in cost, power efficiency, and latency over traditional copper and optical interconnects. Below, Srinivasa Reddy N, Editor of EEHerald, explores the technology’s features, applications, and future potential with Kuo.

A New Approach to High-Speed Interconnects

Srinivasa Reddy N: Can you explain Point2 Technology’s copper-replacing interconnect solution?

David Kuo: Our E-Tube platform replaces copper with a plastic dielectric waveguide, leveraging RF technology—similar to that used in cell phones—to transmit data. Unlike copper, which relies on electron flow, our solution sends RF signals through a plastic medium assembled into cables, such as OSFP or QSFP-DD, commonly used in data centers. This enables us to extend cable lengths by up to 10 times compared to copper. For example, while copper supports 200 Gbps SerDes or 1.6 Tbps cables over just one meter, E-Tube achieves 10 meters at a comparable cost.