The International Semiconductor Industry Association (SEMI) and more than 30 Taiwanese semiconductor industry chain industries such as TSMC, TSMC, Sun Moonlight officially established the "Silicon Light (Silicon Light) Industry Alliance" on Tuesday (September 3).Xu Guojin, the initiator of the Alliance and the Deputy General Manager of TSMC Research and Development, proposed that it is hoped that through the establishment of the alliance, it is hoped that the establishment of the alliance will promote the relevant technical specifications, integrate upstream and downstream cooperation, and accelerate the development of Taiwan's silicon optical industry.
With the development of artificial intelligence (AI), the requirements for wafer data transmission and computing are greatly improved.Because silicon optical technology can use mature silicon wafers and semiconductor systems, the separated electrons and optical components are used to make miniaturized chips, replacing traditional optical transceiver modules.The characteristics of costs are regarded as an effective solution to overcome energy efficiency and AI computing power.
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According to SEMI estimates, the global Silicon optical semiconductor market size will reach US $ 7.86 billion (about S $ 10.243 million) in 2030, with a compound annual growth rate (CAGR) of 25.7%, which shows the huge potential of the silicon optical market.
Xu Guojin said at the establishment of the alliance that with the huge amount of calculations in the era of artificial intelligence (AI), the large amount of demand for data transmission has become an important issue. At this timeIt has become an important trend of data centers and AI industries.
Xu Guojin emphasized that Taiwan has a good semiconductor industry foundation. Naturally, there are relative advantages to enter and expand to the field of silicon light. I hope that through the establishment of the industrial alliance, we can promote related technical specifications and integrate upstream and downstream cooperation together., Accelerate the development of Taiwan in the silicon optical industry.He also believes that with the enlarged energy of R & D and manufacturing, Taiwan has the opportunity to become an important base for the AI technology industry.
Wu Tianyu, the director of the Sun Moonlight Investment Control of the Alliance, also pointed out in his speech that Silicon Light is not done by a company, nor can it be done by small companies.EssenceIn addition, the call of the government can drive all the ecosystems.
Wu Tianyu said that Taiwan has the front, back and chip design and server systems, as well as many optical components, photoelectric modules and test smart property, and precision machinery and equipment; and the future application of silicon optical is important.Some are mass production, cost and automation. I believe that the leaders of global silicon light will actively cooperate with Taiwan.
The operators participating in the Silicon Optical Alliance this time, including the semiconductor industry chain such as IC design, manufacturing packaging, application module to terminal products, and 31 companies including AUO Optoelectronics, Hon Hai, and MediaTek.
Liu Peizhen, director of the production and economic database of the Taiwan Economic Institute, analyzed in an interview with Lianhe Morning Post that Silicon Light is still in the early stage of development and the technology has not yet matured.Taiwan manufacturers can enter the way by fighting groups. On the one hand, they can formulate industrial standards on the one hand and accelerate technological advancement. It is believed that it is one of the ways to respond to important technologies in the next generation.
