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[Selected Topics] Trends in Global Silicon Photonics Industry

Last Modified

2024-04-12

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Not

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PDF

Overview

Summary
Silicon photonics, which emerges from the synthesis of silicon-based integrated circuits and semiconductor lasers, plays a pivotal role in advancing semiconductor technologies. This report aims to analyze the development and applications of silicon photonics. It also examines how Taiwan leverages its strengths—such as a robust semiconductor industry, a complete electronics supply chain, and a well-established optoelectronics industry—to seize opportunities in the development of silicon photonics. Furthermore, the analysis includes a review of corporate investments and strategic planning in this emerging field.

Table of Contents
1. Silicon Photonics Will Advance beyond the Physical Limits under the Current Premises of
Moore’s Law
(1) Workings of an Optoelectronic Transceiver Module
(2) Relations between Silicon Photonics and Optoelectronic Transceiver Module
(3) Current Bottlenecks in the Development of Silicon Photonics

2. With News of TSMC Planning to Manufacture Products Related to Silicon Photonics,
Companies Including Apple, Intel, and NVIDIA Are Eager to Expand into This Field

4. TRI’s View
(1) Global Tech Giants Are Actively Position Themselves in the Field of Silicon Photonics
Functions into Operating Systems & Voice Assistants
(2) China Invests Heavily in Silicon Photonics Due to Its Growth Prospect

＜Total Pages：12＞

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[Selected Topics] Trends in Global Silicon Photonics Industry

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[Selected Topics] Trends in Global Silicon Photonics Industry

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[Selected Topics] NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

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[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

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Download Report

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Membership

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] The Rise of DeepSeek and Trends in Agentic AI Applications

[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

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