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TSMC sees silicon photonics gaining momentum in 2027
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Fusion42 · 31 August 2026 · Fusion42 review
TSMC projects silicon photonics to capture over half of the optical transceiver market in 2027, driven by AI-induced demand for faster, more energy-efficient data center networks. Co-packaged optics production is expected to begin mass manufacturing in the second half of 2026, highlighting a shift toward tackling physical and power limits in data center infrastructure.
This Wire brief sits within Fusion42's coverage of Photonics & Optics, and 2 sources have reported it.
◆ ◆ The Wire takeaway
Silicon photonics is shifting from niche to mainstream for fast data links in AI-powered data centers. You need to start exploring partnerships or products that integrate optics to avoid losing relevance as speed and energy demands spike.
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2 sources · 31 Aug 2026
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