Xu Guojin, Vice President of Advanced Packaging Technology Development at TSMC, stated today that the underlying architecture of optical transceivers is undergoing a structural transformation, with silicon photonics becoming the mainstream type. It is expected that by 2027, market share could exceed 50%. The ultimate form of silicon photonics is Co-Packaged Optics (CPO), and some manufacturers are expected to begin mass production in the second half of this year.

Xu Guojin, Vice President of Advanced Packaging Technology Development at TSMC, stated today that the underlying architecture of optical transceivers is undergoing a structural transformation, with silicon photonics becoming the mainstream type. It is expected that by 2027, market share could exceed 50%. The ultimate form of silicon photonics is Co-Packaged Optics (CPO), and some manufacturers are expected to begin mass production in the second half of this year.

智通财经2026/08/31 03:56

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TSMC Deputy General Manager of Advanced Packaging Technology Development, Xu Guojin, stated today that the underlying architecture of optical transceivers is undergoing a structural transformation, with silicon photonics becoming the mainstream technology. It is expected that by 2027, the market share of silicon photonics will exceed 50%, and its ultimate application will be co-packaged optics (CPO). Manufacturers are expected to begin mass production in the second half of this year.

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On Tuesday, following Federal Reserve Governor Waller’s call to consider a 50 basis point rate hike at the December meeting, this year’s FOMC rotating voting member Lorie Logan reiterated a hawkish stance, stating, "Given the current economic outlook, I believe at least two more rate hikes of 25 basis points each are needed. The pace of rate hikes this winter may be faster than what we have seen so far this autumn." On Tuesday, the two-year US Treasury yield jumped 19 basis points in a single day, reaching 4.74%.

华尔街见闻•2026/11/10 19:52