[News] UMC Announces First Delivery of Mass-Produced Silicon Photonic…

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. 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.