Samsung Targets Mass Production Of Silicon Photonics
Samsung says it will begin mass production of silicon photonics in 2028, aiming to develop secure basic platforms by 2027 and broader integration by 2029. The company intends to bundle photonics with GPUs and high-bandwidth memory for AI semiconductors, positioning itself to close the technology gap with TSMC. NVIDIA demonstrated a similar TSMC-made product last year.
Key Points
- 1Announces mass-production target for silicon photonics in 2028, with basic platforms by 2027.
- 2Aims to close the technology gap with TSMC and match integrated photonics-memory packaging.
- 3Enables faster optical interconnects for AI chips; impacts design, packaging, and system bandwidth.
Scoring Rationale
Timely, industry-relevant roadmap from Samsung increases competitive pressure in AI hardware (novelty and scope high). Score reduced for single-source reporting and limited technical detail, but boosted slightly for immediacy and clear production timeline.
Sources
Public references used for this report.
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