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Wire · opportunities

[News] UMC Announces First Delivery of Mass-Produced Silicon Photonics Wafers from ...

14 July 2026 · By · Wire by Fusion42

Published

14 July 2026

Topic

opportunities

◆ Sectors

Photonics & OpticsSemiconductors

◆ Geography

SingaporeUnited States

◆ Source

Read at trendforce.com →

◆ Verified

Fusion42 · 14 July 2026 · Fusion42 review

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.

◆ ◆ 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.

◆ Coverage

1 source · 14 Jul 2026

◆ Related on Wire

◆ Topics

Photonics & OpticsSemiconductorsoptical-interconnectsai-infrastructurefoundry-capacityphotonic-chipsdata-center-scale