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[News] UMC Announces First Delivery of Mass-Produced Silicon Photonics Wafers from ...
UMC has begun mass production of silicon photonics wafers at its Singapore 12-inch fab, with SILITH as the first major customer supplying optical transceivers to NVIDIA and Google. UMC plans to open its photonics platform to other customers in 2027 and debut an open platform by 2028, targeting next-generation 400G-per-lane optical interconnects.
This Wire brief sits within Fusion42's coverage of Photonics & Optics and Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.
The Wire takeaway
If you supply components to optical transceiver makers—lenses, modulators, substrates, packaging—UMC just proved there's a buyer at scale. Silicon photonics moves from custom to commodity in 2027, which means your margin compresses unless you've already locked in volume orders.
Read the full story at trendforce.com →
Topics: Photonics & Optics · Semiconductors · optical-interconnects · ai-infrastructure · foundry-capacity · photonic-chips · data-center-scale