Silicon Photonics Industry Alliance is established, Wu Tianyu hopes to continue to maintain Taiwan’s semiconductor strength
TechNews Financial News
September 3, 2024
Author Atkinson
September 3, 2024
Author Atkinson
SEMI, the International Semiconductor Association, announced the establishment of the "SEMI Silicon Photonics Industry Alliance." In his speech, Tianyu Wu, CEO of ASE and Vice Chairman of SEMI's Global Board of Directors, said that Taiwan has a competitive advantage in high-end semiconductor manufacturing, and that through the development of silicon photonics, there are opportunities for semiconductor solutions Overcome many of the physical limits currently faced. Therefore, different thinking and different system architecture can be used to redesign, which can increase the current semiconductor business opportunities by another order of magnitude.
Wu Tianyu said that semiconductors are the front line of artificial intelligence, and Taiwan stands on the front line of semiconductor manufacturing, and its hardware technology and production capabilities have become new bottlenecks. The current follow-up development of artificial intelligence is limited by the speed of Bayer conductor progress. This opportunity is something we have never seen in the 40 years of working in the semiconductor industry. Taiwan’s leadership in semiconductor manufacturing and its advantages in personal computer server design systems have become the focus of attention in AI. Because of this, global industry leaders will focus on Taiwan's industrial development and trends. Therefore, employees in Taiwan's semiconductor and system industries enjoy more and greater opportunities, but they must also learn to take on greater and more responsibilities.
Wu Tianyu emphasized that silicon photonics is the front-end layout. Because the density of chips is getting stronger and stronger, the demand for connections is getting higher and higher, and the requirements for heat transfer energy and speed have conflicted with the physical limits of current metal materials. This makes the only solution for artificial intelligence currently fall on silicon. On the photon. However, silicon photonics has been around for many years, but related technologies have remained at the stage of research and development and small-scale production. Therefore, the current development of artificial intelligence has brought pressure to silicon photons and huge damage to machines, forcing all hardware technologies to break through at a rapid speed.
In addition, the arrival of silicon photons will also face global competition earlier than our original schedule. In the future, silicon photons have the opportunity to solve many of the physical limitations that semiconductors currently face. By then, they can be redesigned with different thinking and different system architectures, which can increase the current business opportunities of semiconductors by another order of magnitude. Moreover, it has a very important impact on Taiwan's semiconductor manufacturing chip system and system design. Therefore, the Silicon Photonics Alliance was established because this industry is not something that one company can do, nor can small companies do it. Therefore, we must learn together and work hard together.
Wu Tianyu further pointed out that only after the establishment of the alliance can the entire ecosystem be driven by the government's call. Taiwan currently has front-end, back-end and chip design, plus server systems, optical components, optoelectronic modules and testing intellectual property. It is expected that with precision machinery and equipment, this will be a good opportunity. Overall, a very important part of the future application of silicon photonics is mass production cost and automation, which are also Taiwan's existing advantages. Therefore, it is expected that the world's silicon photonics leaders will also actively cooperate with Taiwan. I hope that everyone can learn collectively, create collectively, and seize this business opportunity collectively to increase Taiwan's advantages by 10%.
Related links: https://finance.technews.tw/2024/09/03/silicon-photonics-continues-to-extend-taiwans-semiconductor-strength/
(Source of the first picture: Photo by Science and Technology News)
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