Do you think with all the photonic companies “encouraged” to move to TSMC for their designs that they’ll bring over their knowledge and experience so TSMC will gain insight on how to improve their photonic process nodes? Like how long will it take for TSMC to catch up to Tower Semi and GloFo in photonics?
so what do you think the timeline for mass CPO adoption is? and when do we get it in scale up vs just scale out? great writeup as always
Gosh , you are funniest technical genius . Superb , plain old superb . Kudos Sir
A safe bet would be Soitec, provided all photonics stuff needs SOI substrates.
Can you explain how it impacts Arista please and why?
Do you think with all the photonic companies “encouraged” to move to TSMC for their designs that they’ll bring over their knowledge and experience so TSMC will gain insight on how to improve their photonic process nodes? Like how long will it take for TSMC to catch up to Tower Semi and GloFo in photonics?
Thoughts on Lightmatter technology at OFC? Using GloFo photonics packaging tech.