Silicon photonics detonates tens of billions of business opportunities: Nvidia, TSMC, Broadcom’s next trump card

Tech 8:14am, 16 October 2025 198

The demand for computing power surges in the AI ​​era, and semiconductor giants are moving towards a new battlefield. As the physical limit of Moore's Law is gradually approaching, everyone is committed to breaking through chip performance and reducing power consumption. Silicon Photonics has become another new way in the race to increase transistor density. Including Nvidia, TSMC, Intel, and the new favorite of AI chips, Broadcom, are all competing to actively develop silicon photonics. Why silicon photonics has become the focus of public attention, technology progress, and supply chain dismantling are all analyzed in this article!

Full text: Silicon photonics detonates tens of billions of business opportunities: Nvidia, TSMC, Broadcom’s next trump card

(First image source: Unsplash)