What are silicon photonics? Jen-Hsun Huang and TSMC are vying for a significant share! These concept stocks could lead the Taiwan stock market in 2025
yahoo! news
February 1, 2025
Author FTNN News Network Reporter Xiao Tingfen/Comprehensive Report
February 1, 2025
Author FTNN News Network Reporter Xiao Tingfen/Comprehensive Report
The generative AI craze has driven the demand for data transmission and made silicon photonics (SiPh) technology a new focus of the market. Related concept stocks have also attracted much attention. With the help of Taiwan Electro-Mechanical Corporation and Nvidia, the market predicts that silicon photonics will become the darling of the Taiwan stock market this year (2025), which has also aroused the curiosity of investors. What exactly is silicon photonics? What are the related concept stocks?
TSMC Chairman Wei Zhejia once pointed out that with the demand for large-scale data computing and transmission in the AI era, silicon photonics technology will become the key; when Nvidia CEO Huang Renxun visited Taiwan recently, he had a dinner with Wei Zhejia and revealed that the two sides are collaborating on silicon photonics technology, but the results will still take several years to show. .
Silicon photonics technology refers to the integration of optical waveguide components that process light signals into silicon chips, allowing them to process both electrical and optical signals simultaneously. This can reduce component size, energy consumption, and costs. Currently, the technology is still in the research and development stage and is not yet mature.
Due to the high threshold of silicon photonics technology, it will be implemented in the short term through "co-packaged optics (CPO)". Therefore, the current "silicon photonics concept stocks" include not only wafer fabs such as TSMC (2330) and ASE Technology Holding (3711), but also Inwin (6515), KY Semiconductor (6451), Siliconware Precision (6257), IntelliSense (6223), Accton (2345), SAN FUJIAN (3363), and Trimble (3081).
【Disclaimer】
The content of this article only represents the author’s personal views and has nothing to do with Creating.
The content, text and originality have not been verified by this website. This website does not make any guarantee or commitment to this article and all or part of its content, authenticity, completeness, or timeliness. It is for readers' reference only. Please verify the relevant content on your own.
Creating Nano Technologies, Inc.
59 Alley 21 Lane 279, Chung Cheng Road, Yung Kang City, Tainan, TAIWAN
TEL:886-6-2323927 FAX:886-6-2013306 URL: http://www.creating-nanotech.com