Partner Interview
Published July 8, 2025
TSMC: Photonics, Packaging, and Chinese Foundry Competition
inpractise.com/articles/tsmc-photonics-packaging-and-chinese-foundry-competition
Executive Bio
Former VP at Micron Technology
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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Are there any trends or developments you expect will shape demand for TSMC or other foundries, positively or negatively? We have the AI wave now. What's your opinion on what comes after?
After the AI wave, I think quantum and photonics will be the next major waves of products being consumed. TSMC is getting into photonics, which is great because the world will be shipping products with photonics incorporated.
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