New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead

Levi Li • June 21, 2025

Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting high-bandwidth, low-latency data exchange needs, silicon photonics (SiPh) …

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New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead

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