Reported 11 months ago
As North American Cloud Service Providers (CSP) rush to build AI data centers, stocks related to silicon photonics are expected to benefit. Companies such as TSMC, IET-KY, Unilumin, UMC, and MediaTek are drawing foreign investors' attention. TSMC's announcement regarding advancing technologies like COUPE and integrating CoWoS and CPO by 2026 is expected to accelerate the growth of the silicon photonics market. Silicon photonics, with its advantages of high speed, high-density integration, and low cost, is projected to increase its market share from 25% to 50% by 2026. The global silicon photonics IC chip market is also forecasted to grow from $68 million in 2022 to $613 million in 2028, mainly driven by data center applications in North America.
Source: YAHOO