TSMC Executive: Silicon Photonics to Dominate Optical Transceivers by 2027
Vice president of advanced packaging identifies scaling limits outside foundry processes.
Posts quote a TSMC vice president of advanced packaging saying foundries can scale the optical engine but deployment of silicon photonics faces limits in lasers, optical fiber, fiber-optic connectors, and test. Separate posts cite an estimate that silicon photonics will hold more than half the optical transceiver market by 2027 because of structural shifts in transceiver design. Other posts note multiple available PDKs for photonics and restate that the sector is central to next-generation manufacturing, with indium phosphide supply cited as a constraint for related components.
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5 posts, first seen 3d ago
TSMC Executive: Silicon Photonics to Dominate Optical Transceivers by 2027
Vice president of advanced packaging identifies scaling limits outside foundry processes.
Posts quote a TSMC vice president of advanced packaging saying foundries can scale the optical engine but deployment of silicon photonics faces limits in lasers, optical fiber, fiber-optic connectors, and test. Separate posts cite an estimate that silicon photonics will hold more than half the optical transceiver market by 2027 because of structural shifts in transceiver design. Other posts note multiple available PDKs for photonics and restate that the sector is central to next-generation manufacturing, with indium phosphide supply cited as a constraint for related components.