OFC50: TSMC in Silicon Photonic Era-an Electrical Perspective
Original Articles by SemiVision Research
TSMC's Strategic Positioning and Technological Evolution in the Silicon Photonics Era
With the exponential growth of AI models, high-performance computing, and data center demands, Silicon Photonics (SiPh) has emerged as a foundational technology for next-generation interconnects and system architectures. As the world’s leading pure-play foundry, TSMC is building a comprehensive ecosystem that spans photonics process platforms, heterogeneous packaging, IP libraries, and system-level integration support. This document summarizes TSMC's latest advancements, key platform offerings, and its evolving role in the global photonics landscape.
If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights.
How TSMC’s Silicon Photonics Could Impact NVIDIA’s Future
2025 GTC Review: The Silicon Photonics Era Has Arrived – Get Ready!
NVIDIA x TSMC: A Milestone in Silicon Photonics and Optical Integration
Nvidia GTC AI Conference Preview: GB300, CPO switches, and NVL288
TSMC and NVIDIA Pioneering the Future of AI with Silicon Photonics Technology
CPO Switch Technology Analysis
How to Distinguish Between CPO and OIO? What Is Their Fundamental Difference?
For Paid Members , SemiVision Research will discuss the following topics on
TSMC at a Glance
From Pure Foundry to Photonic System Enabler
Silicon Photonics Process Capability and Platform Technologies
Design Opportunities and System-Level Innovation
Conclusion: TSMC as a Global Silicon Photonics Platform Leader
Three New Technologies and Opportunities
