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Silicon photonics expected to dominate AI growth, TSMC vice president says
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Fusion42 · 31 August 2026 · Fusion42 review
TSMC VP K.C. Hsu stated that silicon photonics will dominate AI-driven optic transceiver growth starting next year, enabled by chip-level co-packaged optics (CPO) technology improving power efficiency and scaling rapidly in data centers worldwide.
This Wire brief sits within Fusion42's coverage of Photonics & Optics.
◆ ◆ The Wire takeaway
Your AI hardware startup must expect silicon photonics to be the new standard for optoelectronics within a year, shifting integration and power efficiency expectations sharply. You need to re-evaluate supplier roadmaps and product designs to align with this rapid adoption of co-packaged optics technology.
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1 source · 31 Aug 2026
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