PodcastSemi DopedOctober 23, 2026
RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park
Point2's RF-over-plastic ARC cable offers a silicon-only, low-power, high-density alternative to copper and optics for AI scale-up interconnects.
- Third interconnect option: Point2's Active RF Cable (ARC) sends 90-225GHz radio signals over a plastic (polyethylene) waveguide, not copper or optics, for 5-10 meter scale-up links.
- Density and weight gains: ARC needs no differential pair, fitting two channels per core for 400Gbps per cable (vs 200G IEEE standard), claimed 4x less cable volume and 6x less weight than copper—critical since NVLink72 requires 5,184 interconnects.
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