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TSMC sees silicon photonics gaining momentum in 2027
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Fusion42 · 31 August 2026 · Fusion42 review
TSMC forecasts silicon photonics technologies to capture over 50% of the optical transceiver market in 2027, driven by AI workloads pushing data centers to physical and power limits. The rise in demand for co-packaged optics and higher-speed optical transceivers highlights a significant shift in data center infrastructure.
This Wire brief sits within Fusion42's coverage of Photonics & Optics, and 2 sources have reported it.
◆ ◆ The Wire takeaway
TSMC's push into silicon photonics opens a pathway to supply data centers with next-gen optical components. You should explore incorporating silicon photonics in your product roadmaps to stay ahead in high-speed, energy-efficient data networking.
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2 sources · 31 Aug 2026
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