silicon photonics 結果共20筆

人工智慧（AI）時代來臨，不少科技企業紛紛受益，其中又以台積電（TSMC）最受到關注。近期有外媒表示繼續看好台積電，關鍵原因除了它是AI晶片供應鏈的核心外，台積電正在為下一個重要技術做準備，也就是「矽光子技術」（Silicon Photonics）。

Light was one of the hottest topics of conversations at Computex 2026. Across the keynotes and the show floor, attention kept returning to optical interconnects, the technology that carries data between chips as photons instead of electrons. The reason is simple: rack performance increasingly depends on how quickly data can move between the chips inside it, and copper is running out of headroom.

隨著AI算力需求快速攀升，高速資料傳輸成為產業發展關鍵，也帶動矽光子（Silicon Photonics）與共同封裝光學（CPO, Co-Packaged Optics）技術加速發展。業界預估，2026年至2027年將是CPO進入規模量產的重要時點，帶動全球光通訊市場進入新一波成長循環。 ​​​

TSMC Chairman and CEO C.C. Wei struck a resoundingly bullish tone on AI demand during the company’s Q1 2026 earnings call on April 16, making clear that the AI wave is continuing to accelerate and TSMC is running as hard as it can to keep up.

For decades, copper wiring has carried data inside the world’s data centers. That era is now drawing to a close. As artificial intelligence pushes computing infrastructure to unprecedented scale, the physical limits of copper, most notably its bandwidth ceiling, heat, and power consumption, are forcing the industry to make a fundamental switch from electrons to photons and from electrical signals to light.

Taiwan Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.

Touch Taiwan lacks the global profile of Computex. Running frm April 8 to 10 at the Taipei Nangang Exhibition Center, it remains a smaller event, traditionally attended mainly by industry insiders. This year, however, the show deserves broader attention, not only for its display technology, but for what the exhibitor mix, keynote themes, and expanding supply chain participation reveal about Taiwan’s technology sector.

Kaohsiung Mayor Chen Chi-mai attended Nvidia’s GTC in San Jose, highlighting AI’s role in city transformation. Kaohsiung leads in ’sovereign AI’ and tech innovation.

The Taiwan Semiconductor Research Institute launched a chip-level advanced packaging R&D platform, featuring CoCoB technology, to boost Taiwan’s semiconductor innovation.

Taipei stock market surged on Jan. 2, closing up 386.21 points at 29,349.81. TSMC hit a record high, while robotics and silicon photonics stocks also saw gains.

President Lai Ching-te launched the AI New Ten Major Constructions Tour, focusing on silicon photonics in Hsinchu. The initiative aims to integrate AI into 1 million SMEs and create a trillion-dollar software platform by 2040, enhancing Taiwan’s tech edge.

Taiwan’s stock market closed up 71.95 points at 27,626.48 on Nov. 28, driven by gains in electronics and CPO silicon photonics stocks. TSMC faced selling pressure, while ASPEED hit a record high. Analysts eye a potential U.S. rate cut in December.

SEMICON Taiwan 2025 will have 4,100 booths. Taiwan leads in AI and data center technologies. Global semiconductor revenue may hit $1 trillion. Taiwan should focus on its competitive sectors.

SEMICON Taiwan 2025 opens Sept. 10 at Nangang Exhibition Center with 1,200 exhibitors. Discover AI chips, 3DIC, and quantum computing. Join forums with TSMC, NVIDIA, and more.

AMD opens an office in Kaohsiung’s Lingya District, boosting the city’s IC design sector. Mayor Chen highlights efforts in smart tech and semiconductor innovation.

HiSPA and PhotonDelta signed an MOU to boost the photonic integrated circuit industry. The partnership aims to enhance tech exchange and market trends in PIC technology.

Discover how the U.K. and Taiwan are forging strong partnerships in the semiconductor sector, with insights from SEMICON Taiwan and the U.K.’s leading role in semiconductor research and development.

Discover how Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is positioning Taiwan as a leader in the silicon photonics field, ahead of the 2024 SEMICON Taiwan. Learn about the industry’s evolution and TSMC’s strategic moves.

Discover insights from SEMICON Taiwan 2024, where industry leaders highlight the impact of AI on semiconductors, addressing challenges and opportunities ahead. Learn about the expo’s focus on AI, smart mobility, and more.

SEMICON Taiwan 2024 to focus on AI era Over 1,000 exhibitors across 3,600 booths 16 themes, including new AI Zone 13 country pavilions for global cooperation