NuAxi
NuAxiSemiconductor trade intelligence

Samsung Foundry opens for photonics orders

What happened

Samsung Foundry has opened a foundry service for Photonic Integrated Circuits (PICs) and released a PDK. The company's roadmap includes expanding to optical engines in 2027 and CPO by 2029, with its modulator achieving 224 Gbps per lane. Neutral: This is a long-term R&D and capacity announcement with no immediate impact on component supply, pricing, or trader decisions.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Photonics Integrated Circuits (PICs)Optical EnginesCo-packaged Optics (CPO)
Samsung Foundry
foundryphotonicsR&Droadmap

Source and time

Source: Electronics Weekly · 4/2/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders