Shulou(Shulou.com)11/24 Report--

CTOnews.com, October 5, according to Jibang Consulting report, TSMC is currently working with Nvidia, Broadcom and other major customers to set up a silicon photon technology team of more than 200 researchers, with the goal of completing the project in the second half of 2024 and putting it into commercial use in 2025.

It is reported that TSMC's compact universal photon engine (COUPE), which provides heterogeneous integration of photonic IC (PIC) and electronic IC (EIC), reduces energy consumption by 40%, and is expected to greatly increase customers' willingness to adopt.

Luo Huaijia, CEO of the Association for the Promotion of Optoelectronic Technology and Industry (PIDA), said that silicon photonic technology has always been an important focus in the optoelectronic field, and optoelectronic products are developing in the direction of light, thin and short, energy-saving and power-saving.

Silicon photonic and common packaging optical elements (CPO) have become a new technology in the industry, and it is rumored on the network that SMC will jointly develop with Broadcom, Nvidia and other major customers, and will begin to usher in a big order as soon as the second half of next year.

CTOnews.com reported in September this year that TSMC is highly optimistic about silicon photonic technology. Yu Zhenhua, vice president of TSMC, said publicly a few days ago: "if we can provide a good silicon photon integration system, we can solve the two key issues of energy efficiency and AI computing power." this will be a new paradigm shift. We may be at the beginning of a new era. "

Luo Huaijia analysis, GlobalFoundries should be the first to provide for the manufacture of optical fiber transceiver wafer generation factory, which uses FD-SOI technology integration solutions; Intel also has 400Gb/s optical transceiver solutions, in addition to its own ASIC or FPGA, used in Switch IC, Intel even plans to expand silicon photon solutions to the automotive market and use it in Mobileye's optical radar in 2025.

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