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@cw.com.tw · Yesterday

台積電大打矽光子 聯電用40奈米成熟製程,憑什麼交出量產晶圓?

台積電大打矽光子 聯電用40奈米成熟製程,憑什麼交出量產晶圓?
但CPO落地的量還非常小,市場主流仍然是可插拔光模組,聯電看到的正是這一塊。 「並不是聯電選擇,而是市場的選擇,」坐在聯電竹科廠內,聯電研發資深副總經理洪圭鈞對《天下》直言。 根據工研院國際產科所資料,到2030年,光模組市場達245億美元,可插拔式佔比雖然從2026年的94%降到2030年的62%,CPO比重升高。 「但即便到2030年,可插拔的市場需求仍大於CPO,」...
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