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Wire · technology

Silicon photonics expected to dominate AI growth, TSMC vice president says

31 August 2026 · By · Wire by Fusion42

Published

31 August 2026

Topic

technology

◆ Sectors

Photonics & Optics

◆ Geography

Taiwan

◆ Source

Read at taipeitimes.com →

◆ Verified

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, and 2 sources have reported it.

◆ ◆ 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.

◆ Coverage

2 sources · 31 Aug 2026

◆ Related on Wire

◆ Topics

Photonics & Opticssilicon-photonicsco-packaged-opticsai-infrastructuredata-centerstsmc