NuAxiSemiconductor trade intelligence

Samsung reportedly aims to begin silicon photonics mass production in 2028

What happened

Samsung Electronics plans to mass-produce silicon photonics starting in 2028, offering an integrated platform combining photonics, AI chips, advanced packaging, and HBM. This strategic move aims to reshape global data-center networking and foundry competition. The long-term impact on supply chains and cost structures remains to be seen.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Silicon PhotonicsAI SemiconductorsHBMAdvanced Packaging

Samsung Electronics

silicon-photonicsfoundryAIHBMadvanced-packaging

Source and time

Source: DigiTimes Asia · 3/29/2026 · View original source

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Samsung reportedly aims to begin silicon photonics mass production in 2028

What happened

Impact and signal

Affected components and suppliers

Source and time

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