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Re: KCCO7913 post# 199808

Thursday, 09/05/2024 11:06:56 AM

Thursday, September 05, 2024 11:06:56 AM

Post# of 232292
KCC, Thank you as always for your thoughtful and detailed posts!
With regards to the question about the long term future of Silicon Photonics, I think we should all sip on the information that is being distilled to us right at this moment: have you seen the analysis from Jose Pozo on LinkedIn about the move by TSMC to accelerate their position in Silicon Photonics ? This, in my view , removes any doubt that the time is NOW!

"TSMC RELEASES ITS SILICON PHOTONICS FORECAST AHEAD OF #SEMICON Taiwan 2024. Taiwan Semiconductor Manufacturing Co. (TSMC) and leading global chip designers are accelerating the development of next-generation silicon photonics, aiming for production readiness within the next three to five years. This initiative is crucial as the industry addresses the growing demands for higher data transmission speeds and energy efficiency driven by the AI computing boom."

Of course, TSMC focuses more on the nextgen CPO developments, but the move is fueled by new solutions, appearing on the market today, that make it possible to manufacture silicon photonics components AT SCALE, from design to manufacturing in foundries, with high-volume packaging and testing solutions that the whole ecosystem is bringing to market this year with a view to address the business needs of the GAI, HPC and LLMs communities.

LWLG stands right at the core of this effort with a solution that was hailed for commercial acceptance and ramp in 2024 and 2025!

Next long term steps : CPO and optical computing .

10X the speed, 1/10th the power, 1/30th the space

GLTAL,

AR.

Link:
https://www.linkedin.com/feed/update/urn:li:activity:7236683770576142336/
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