MicroVCSELs vs MicroLEDs, a MicroExplainer

The AI-interconnect industry is converging on gallium-arsenide microVCSELs over microLEDs for the critical 5-50 meter reach gap.

• Credo's surprise pivot: Despite acquiring microLED startup Hyperloom for $92 million, Credo's first active light cable shown at OCP uses microVCSELs instead, per CEO Bill Brennan.
• Physics favors VCSELs: Stimulated emission gives VCSELs narrow line width and in-phase photons, enabling ~50 meter reach vs. microLEDs' 5-10 meter limit from chromatic dispersion.

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