New Article: TSMC Places Big Bet on Silicon Photonics

Aehr test systems posted a new article on it’s LinkedIn Feed:

. . . “the rapid evolution of technologies has led to an increasing need for bandwidth, especially with the rise of AI applications like ChatGPT. As a result, more semiconductor players, including TSMC, are exploring the potential of silicon photonics. TSMC announced its significant investment in silicon photonics, aiming to leverage its benefits for improved performance, energy efficiency, and computing power in AI applications.”

“The silicon photonics market is currently experiencing a revolution led by major players like Intel, Cisco Systems, Acacia Communications, and NeoPhotonics Corporation. According to a report by MarketsandMarkets, the silicon photonics market was valued at $1.3 billion in 2022 and is projected to reach $5 billion by 2028, growing at a compound annual growth rate (CAGR) of 28.5% from 2023 to 2028.”

In its earnings call, Aehr stated: “We see the potential to integrate the photonics integrated circuit devices into multi-chip modules as another major market opportunity for Aehr.”

-Aehr Management believes that the SiPh market opportunity could become as large or larger than that in SiC this decade.

Full Article:

TSMC Places Big Bet on Silicon Photonics to Drive Growth in the Chip Industry | Semiconductor Materials and Equipment (