TSMC: Photonics, Packaging, and Chinese Foundry Competition
Former VP at Micron Technology
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TSMC: Photonics, Packaging, and Chinese Foundry Competition(July 8, 2025)
Former VP at Micron Technology
Interview Transcript
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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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