NuAxiSemiconductor trade intelligence
#UMC reportedly wins photonic integrated circuit (PIC) orders from Zhongji Innolight and Tencent-backed SILITH, with initial volumes potentially hitti...
What happened
According to a TrendForce post published at 1:00 PM on Nov 2, 2026, UMC reportedly wins photonic integrated circuit (PIC) orders from Zhongji Innolight and Tencent-backed SILITH, with initial volumes potentially hitting 10K wafers at 7× conventional CMOS prices. The source uses the wording 'reportedly' and 'potentially', so the orders are not confirmed as a settled fact; the source does not state the cause.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
photonic integrated circuit (PIC)
PICUMCZhongji InnolightSILITHwafer ordersreported
Source and time
Source: TrendForce Official (Market Data) · 11/2/2026 · View original source
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