News tagged SiPh at DIGITIMES

NEWS TAGGED SIPH

Thursday 3 September 2026

CPO material race widens as Taiwan eyes key role

At the Semicon Network Summit 2026, speakers from Marvell, the Netherlands Organisation for Applied Scientific Research's Holst Centre, the UK Semiconductor Centre, and the Taiwan...

Wednesday 2 September 2026

MediaTek pushes advanced packaging and supply chain to keep pace with AI

Speaking at the 3DIC Global Summit at SEMICON Taiwan 2026, MediaTek general manager T.Y. Lau revealed the publicly disclosed cost structure of the B200 accelerator, saying that after...

Wednesday 2 September 2026

UMC targets 12-inch TFLN to break 400G SiPh bottleneck

As interconnect traffic in AI hyperscale data centers climbs, optical modules are moving toward the 1.6T and 3.2T generations. United Microelectronics Corporation (UMC), Taiwan's second-largest...

Tuesday 1 September 2026

Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers

Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the...

Monday 31 August 2026

TSMC tackles the AI I/O wall with two COUPE bandwidth paths and deeper heterogeneous integration

TSMC is sharpening its silicon photonics (SiPh) roadmap to address the widening gap between AI compute growth and chip-to-chip data movement, unveiling two bandwidth-scaling paths...

Monday 31 August 2026

TSMC sees SiPh going mainstream in 2027

Silicon photonics (SiPh) will become mainstream in 2027, with market share topping 50%, as AI scale-out drives explosive growth in optical transceiver demand, said K.C. Hsu, TSMC's...

Monday 31 August 2026

ASE: CPO scale-out demands deeper supply-chain coordination for mass production

SEMICON Taiwan 2026 kicked off its pre-show program with the Silicon Photonics Global Summit.

Monday 31 August 2026

Tex Year's specialty chemicals push could reshape its growth mix as AI and optics expand

Tex Year is widening its specialty chemicals business beyond LCDs and electronics into AI servers, in-vehicle electronics, Mini LED, and optical lenses, while also targeting optical...

Thursday 27 August 2026

HTSI targets AI chip demand with SiPh, CPO, packaging push

Hermes Testing Solutions (HTSI) said revenue for the first seven months of 2026 reached NT$2.7 billion (US$83.8 million), up 128.2% year-over-year and already exceeding its full-year...

Thursday 20 August 2026

Rising demand for CPO, SiPh reshapes semiconductor testing

As chip power consumption, transmission speed and architectural complexity increase, testing has shifted from being a final pre-shipment quality gate to an earlier stage in product...

Monday 17 August 2026

Lightmatter sets optical interconnect blueprint as AI hits copper wall

AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G,...

Monday 17 August 2026

Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push

Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...

Friday 14 August 2026

LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...

Thursday 13 August 2026

Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

Thursday 6 August 2026

Second-tier foundries' repair rally lifts margins back to 30%

The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...

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