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Taiwan Semiconductor Manufacturing Co. (TSMC) is heavily investing in silicon photonics, combining silicon chips and optical tech to enhance AI applications like ChatGPT. TSMC, the world's top contract chipmaker, aims to improve AI chip performance through silicon photonics, addressing energy efficiency and computing power issues. This technology integrates optics with silicon-based circuits for high-speed, low-power data transmission. Silicon photonics attracts substantial investment across the semiconductor industry, impacting data centers, supercomputers, networking, and more. TSMC is developing integrated silicon photonics systems with advanced chip packaging technology but has not yet entered mass production. The global silicon photonics market is projected to grow to $7.86 billion by 2030.
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openai's chatgpt still seems to be very attractive to investors
ReplyDeleteThe interconnect bandwidth bottleneck is exactly where silicon photonics earns its keep — moving data at light speed between chiplets solves what more transistors alone can't. Relevant timing as AI video tools like free AI video maker are pushing compute demand even higher.
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