Silicon Photonics Will Become Key to Semiconductor Future Development
  In recent years, with the rise of AI and 5G technologies leading to increasing computational demands, Silicon Photonics technology has once again become a focal point of discussion in the semiconductor industry.  AMEYA360 Perspective:  Rewriting Semiconductor Development Rules with Silicon Photonics  Since the development of the semiconductor industry, the industry’s trajectory has largely followed the development predicted by Gordon Moore – roughly doubling the number of transistors that can be accommodated on an integrated circuit approximately every two years. However, as chip sizes continue to shrink, chip architecture design is gradually being challenged. Semiconductor manufacturers, including TSMC, Samsung, and Intel, are striving to break through Moore’s Law as their goal. Others have publicly announced their focus on mature processes (the industry divides at 7nm, with 7nm and below considered advanced processes) and optimization of existing technologies.  However, even as manufacturers push the boundaries of Moore’s Law, leading to increased transistor density per unit area, signal loss issues inevitably arise during signal transmission since chips rely on electricity to transmit signals. Despite the increased transistor count, power consumption problems persist. Silicon Photonics technology, which replaces electrical signals with optical signals for high-speed data transmission, successfully overcomes this challenge, achieving higher bandwidth and faster data processing. With this approach, chips do not need to cram more transistors per unit area or pursue smaller nanometers and nodes. Instead, they can achieve higher integration and performance on existing processes, further advancing technology.  Optimistic about Silicon Photonics Technology, but Breakthroughs Will Take Time  Currently, Silicon Photonics technology still faces various challenges, including alignment and coupling, thermal management, modulation and detection, expansion and integration, among others. Significant breakthroughs are unlikely in the short term, and major global manufacturers are still in the early development stages. In Taiwan, recent reports suggest that TSMC is actively venturing into Silicon Photonics technology. While TSMC has not officially confirmed this news, during the Silicon Photonics International Forum, a senior vice president from TSMC clearly stated, “If a good Silicon Photonics integration system can be provided, it can address the key issues of energy efficiency and AI computing power. This could be a Paradigm Shift, and we might be at the beginning of a new era.”  This suggests that TSMC is optimistic about the development of Silicon Photonics technology. Although Taiwanese companies have not formally announced their entry into the Silicon Photonics field, it is expected that with the explosive growth in demand for data transmission, storage, and computing driven by AI technology, Silicon Photonics will undoubtedly be a critical technology for future semiconductor development.
Release time:2023-09-18 16:23 reading:2386 Continue reading>>
TSMC Intensifies Silicon Photonics R&D, Rumored Collaboration with Broadcom and NVIDIA
  According to a report by Economic Daily, AI is driving a massive demand for data transmission, and silicon photonics and Co-Packaged Optics (CPO) have become new focal points in the industry. TSMC is actively entering this field and is rumored to be collaborating with major customers such as Broadcom and NVIDIA to jointly develop these technologies. The earliest large orders are expected to come in the second half of next year.  TSMC has already assembled a research and development team of over 200 people, aiming to seize the business opportunities in the emerging market of ultra-high-speed computing chips based on silicon photonics, which are expected to arrive gradually starting next year.  Regarding these rumors, TSMC has stated that they do not comment on customer and product situations. However, TSMC has a high regard for silicon photonics technology. TSMC Vice President Douglas Yu recently stated publicly, “If we can provide a good silicon photonics integration system, it can address two key issues: energy efficiency and AI computing capability. This could be a paradigm shift. We may be at the beginning of a new era.”  Silicon photonics was a hot topic at the recent SEMICON Taiwan 2023 with major semiconductor giants like TSMC and ASE giving related keynote speeches. This surge in interest is mainly due to the proliferation of AI applications, which have raised questions about how to make data transmission faster and achieve signal latency reduction. The traditional method of using electricity for signal transmission no longer meets the demands, and silicon photonics, which converts electricity into faster optical transmission, has become the highly anticipated next-generation technology to enhance high-volume data transmission speeds in the industry.  Industry reports suggest that TSMC is currently collaborating with major customers like Broadcom and NVIDIA to develop new products in the field of silicon photonics and Co-Packaged Optics. The manufacturing process technology ranges from 45 nanometers to 7 nanometers, and with mass production slated for 2025. At that time, it is expected to bring new business opportunities to TSMC.  Industry sources reveal that TSMC has already organized a research and development team of approximately 200 people. In the future, silicon photonics is expected to be incorporated into CPU, GPU, and other computing processes. By changing from electronic transmission lines to faster optical transmission internally, computing capabilities are expected to increase several tens of times compared to existing processors. Currently, this technology is still in the research and academic paper stage, but the industry has high hopes that it will become a new driver of explosive growth for TSMC’s operations in the coming years.
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Release time:2023-09-11 14:52 reading:2407 Continue reading>>
Keysight, FormFactor, ITRI Collaborate to Deliver Silicon Photonics Test and Measurement Solution
Keysight Technologies announced a collaboration with FormFactor and the Industrial Technology Research Institute (ITRI) to accelerate integrated photonics innovation.Silicon photonics enables the transfer of large amounts of data at high speeds using optical signals instead of electrical signals. The silicon photonics market is gaining momentum for data center, automotive, and other applications as it allows optical devices to be created cost effectively — reducing power and size — using silicon semiconductor fabrication techniques. The global silicon photonics market is expected to grow at a CAGR of 22.3% between 2017 and 2025, according to Inkwood Research.The FormFactor CM300xi, combined with Keysight’s Photonics Application Suite measurement software, provides automated alignment and simultaneous optical-optical and optical-electrical device tests.“Research and academia play an important role in optical communications and serve as industry enablers to the eco-system,” said Dr. Joachim Peerlings, vice president and general manager for networks and data centers at Keysight Technologies. “Keysight is proud to work with ITRI and FormFactor to accelerate integrated photonics innovation and enable customers to scale next generation communications networks to connect and secure the world.”“Silicon photonics is an exciting, emerging application and FormFactor is playing a key role in enabling its maturation and growth,” said Mike Slessor, president and CEO of FormFactor. “Our collaboration with both Keysight and ITRI to successfully develop a turnkey test system is a key milestone in addressing the unique test and measurement challenges of this new class of devices as they move towards high-volume production.”“We are happy to collaborate with Keysight and FormFactor in developing emerging high-speed digital and semiconductor applications such as silicon photonics and optical transceivers,” said Dr. Lin, director of electronic and optoelectronic system research laboratories at ITRI. “Keysight and FormFactor have expertise and testing solutions recognized by several standards organizations and key market players. ITRI is glad to cooperate with these industry leaders to build a silicon photonics testing capability that will service customers.”
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Release time:2018-11-01 00:00 reading:1149 Continue reading>>

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