At A10 Associates, we pride ourselves on connecting innovative technologies to the policymaking conversations that drive American competitiveness and global leadership. That’s why our team was proud to partner with our client to publish a new white paper that delves into one of the most transformative materials emerging in the advanced technology sector: Thin Film Lithium Niobate (TFLN).
The white paper, “Thin Film Lithium Niobate (TFLN): The Silicon of the Future,” serves as a foundational policy piece to help decision-makers, investors, and stakeholders understand why TFLN is poised to revolutionize next-generation telecommunications, integrated photonics, and quantum computing applications.
But we didn’t stop there.
To maximize the reach and impact of this critical piece, the A10 Associates team launched a full strategic communications campaign, including:
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- A blog series to deepen engagement and highlight key themes from the paper,
- Corporate and executive thought leadership content across LinkedIn and other digital platforms,
- Tailored messaging for key audiences in both the public and private sectors.
Why TFLN Matters Now
As our white paper outlines, TFLN is quickly emerging as a next-generation backbone for photonic systems—enabling ultrafast modulators, dense optical interconnects, and advanced quantum computing applications. With its high efficiency, massive bandwidth (up to 250 Gbaud), and low heat generation, TFLN enables smaller, faster, and more energy-efficient components for data centers, LiDAR, RF communications, and beyond.
Its projected growth—from a $190 million market today to nearly $2 billion by 2029—reflects just how urgently the telecom, AI, and defense sectors are looking to TFLN for the next leap in performance and innovation.
A Domestic Solution to a Global Challenge
One of the most pressing challenges in TFLN adoption is supply chain vulnerability. Currently, most TFLN wafers are sourced from China, raising concerns about availability, scalability, and security.
That’s why we are especially proud to spotlight our client, Quantum Computing Inc. (QCi)—the only U.S. company currently capable of processing 150mm TFLN wafers. Their new facility, opening in Tempe, Arizona in Q1 2025, will produce over $180 million in sellable product in its first year alone, marking a major step forward for American semiconductor independence and leadership in quantum and optical computing.
The Silicon of the Future
Just as silicon and CMOS technology reshaped the computing world in the 20th century, TFLN will usher in a new era of photonic computing. Scientists at QCi and around the globe are now encoding information onto single photons—enabling data transmission with virtually no heat, dramatically reducing energy consumption, and pushing past the limits of traditional electronic systems.
With global players—from IBM and Qualcomm to Tencent and Nippon Telegraph—racing to harness TFLN’s potential, America must lead in the development, production, and deployment of this critical material.
Let’s Talk About What This Means for You
Whether you’re in telecom, defense, AI, or data infrastructure, TFLN is more than a technical evolution—it’s a business opportunity and a policy imperative. As the TFLN market continues to scale, it will create pathways for investment, innovation, and reshoring of critical technologies.
If you’d like to explore how your company or agency can engage in the TFLN value chain—whether through policy, partnership, or production—our team is here to help.
Together, we can shape the future of advanced technology and ensure that innovation stays Made in America.
