Got land bank..... ride on wave?

Adalah..last wk in factory doing review... wait lor

Who know? Chua is smart...

台積電在甫結束的 SEMICON 分享「矽光子」進度，並視做解決能源效率和 AI 運算兩大問題的關鍵技術後，矽光子一躍而成業界討論熱點。業界傳出台積電正與大客戶博通（Broadcom）與輝達（NVIDIA）開發基於矽光子技術的新產品，最快 2025 年進入量產。

IBM 早在 20 年前就積極投入集 20 世紀兩大最重要的發明「矽積體電路」與「半導體雷射」大成的「矽光子」技術。稱霸 CPU 市場多年的英特爾也早就投資這項技術超過 10 年，中國更視為半導體發展突圍的武器，以色列也列入國家科技發展重要項目，蘋果、NVIDIA、台積電等巨頭公司也都投入多年研發矽光子技術。

根據市調機構 Yole 的預測，矽光子市場（以裸晶計算）規模將從 2021 年 1.52 億美元，2027 年攀升至 9.27 億美元，對許多已進入發展高原期的領域而言，矽光子市場正要起飛，年複合成長率達 36%，無疑是讓業界看重並投入的一大原因。

帶動矽光子技術發展，並成為新興潛力市場的一大原因，是來自光通訊需求。延續摩爾定律越來越困難，但資料傳輸效率與運算效能需求卻仍快速增長，透過半導體製程整合光電元件，不僅能提高元件密度、增加整體操作效率、減少耗能，還能達有效降低成本效益。

「這是個革命！」投入矽光子研究領域長達 10 年的國立中山大學光電系教授洪勇智這麼看矽光子技術變革。他以過去 30 年，一般家用網路從撥接，發展至 ADSL，再到光纖為例說明科技的演進反映了各式應用驅動的頻寬和網速需求。

更何況，如今在 AI 的驅動下，各項網路應用全面開展，對於資料傳輸、儲存、運算速度已不能同日而語，科技巨擘不斷追尋更高速、更節能的技術與產品，也使得雲端運算和超大規模資料中心大規模對矽光子技術有了爆發性的需求。

以矽光子的應用領域來看，用於上述超大規模資料中心的收發器（transceivers）正是目前需求量最大的領域，以 Yole 的預估來看，2021 年的規模約為 1.48 億美元，占整體市場比重超過九成。

儘管，由資料中心需求驅動的光通訊領域，是目前矽光子應用最大市場。但矽光子能讓全球科技業巨頭紛紛投入，應用市場絕不僅止於此。

遠見電子報

HT presswork? Will inject new business in this company? Doing metal stamping and CNC..... what business can inject in??

i just share what i heard during Taipei semi conductor exhibition by CEO of TSMC Mr Liu. Lisa Su frm AMD share the same concern especially AI development which will make GPU/CPU work faster and more energy consume. Silicone photonic will be potential solution to overcome this challenge.

Statement by TSMV..silicon photonics will be the future of the semiconductor industry..."Over the past 50 years, semiconductor technology development has been like walking through a tunnel: the road ahead was clear, and there was a well defined path; everyone knew what needed to be done: shrinking the transistors. Now we are reaching the exit of this tunnel. Semiconductor technology gets harder to develop, yet beyond the tunnel, many more possibilities lie ahead in the future. We are no longer bounded by the confines of the tunnel," he said.。。硒光子

They are busy for D company order, which increase tremendously. Most of the item moving to Mexico.

heavy lar.... hard to move

run@1.71 yesterday... good luck for those still holding..

@sky8020, be patient.... still got room to grow.

so crowded...

ya.. company involved in some of the power utility service in Indonesia. the key advantage is exclusive software frm UK to manage all these. Good prospects.

heavy ... hard to move...

game orang atas is always weird...Mr cheong is classmate of salute boss.....let see what is next move. congrats to those who still holding.

承你贵言

aimflex long way to go lar.... salute stoll have room to move...

too heavy...no story...got profit only hard to move on...

apple wave.

drip back

First day only... show may not continue tomorrow

got good news to release soon... hope the deal can be real. vol wont simply increase. something good at high level is brewing...stay tune

Only left 4 month.. Hard lar

Awang out liao.. Let see if tomorrow price still maintain. Hope this is not one day show

Just buy and keep.

@mercurymercury.. 好像你也有看到

I know lar.. I went there and i saw it.

等吧。有些订单是静静做的。现在有些管理层也在2积极的寻找新的顾客。自家研发的产品也陆续在各个平台上架。给点耐心。

Got few potential client visit them today

Stay tune

Welll..seem like they start to deliver order to Mexico.

Hahahah at least they found.

Decent company. Even Awang sell it all.. Still can hold.

Dddd

Seem like willl have some positive news to cover back. Stay tune

75 percent cent

More to come.. Stay tune

Ya.. Those cargo already move to Philippines for installation.. Hahahah

Just a matter of time. Stay tune

Stay tune

They cant do floor care only. They rest still OK. Something good on the way, stay tune

Many order can't ship to Philippines. This is due to covid 19. Those inventory is FG. Their scope of work will need to include design, build install and commissioning. Don't worry

Political pushing..

Stay tune. Good news coming.

Rto? Maybe....

Good prospect. Stay tune. More announcements coming.

Unless the boss is serious on his business if not, better stay away.

Haha... Stay tune

Coming back. All the way to 60cent?

Wait for announcement. Positive news coming.