TSMC says optical transceiver sales rose 25% in 2025 and silicon photonics should top 50% of the market by 2027, as Taiwan's packaging houses race to build the fiber and laser capacity that copper can no longer support inside AI data centers.
TSMC recast COUPE as an optical interposer at SEMICON Taiwan, shifting modulators and light sources to the backside as AI compute still outruns electrical I/O. Source
