Semicon Taiwan Opens With 1,300 Exhibitors as AI Optics Race Accelerates
Updated
Updated · 台北時報 · Sep 3
Semicon Taiwan Opens With 1,300 Exhibitors as AI Optics Race Accelerates
3 articles · Updated · 台北時報 · Sep 3
Summary
More than 100,000 attendees and 1,300 exhibitors from 65 countries are expected at Semicon Taiwan, which opens Wednesday in Taipei with AI infrastructure and co-packaged optics at the center.
Optical interconnects, silicon photonics and CPO are drawing focus because chipmakers and equipment firms are racing to meet AI's surging bandwidth needs and move the technologies into commercial deployment.
TSMC said silicon photonics would play a dominant role next year and enable chip-level CPO packaging, adding it remains on track to start CPO production later this year.
The industry push comes as Taiwan's broader AI boom strengthens exports and investment: Standard Chartered this week raised its 2026 GDP growth forecast to 11.5% and its 2027 view to 6.5%.