Photon Revolution in the AI Age: CPO Industry Ecology and Development Strategies under Taiwan s Semiconductor Capacity

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This article will bring you an idea: Transformation of the Classic: Optoelectronics Integration Establishes Taiwan’s New Status in the Global AI Hardware New Competition: A comprehensive collaboration from technology, supply chain to ecological systems is the key to the development of AI. The "optical introduction and copper retreat" triggered by computing power demand is no longer a trend, but a typical transformation that is happening. The core of this transformation is to highly integrate optical components and electronic chips. Taiwan’s uniqueness is that it not only has the world’s top-notch semiconductor processing and advanced packaging capabilities, but also has a deep optical component industry foundation. The intersection of "semiconductors" and "optical" industries has made Taiwan the only one-stop solution in the world that has the potential to provide a "one-stop" solution from crystal manufacturing, differentiated packaging to key components. This positioning makes Taiwan not only a key supplier for this wave of AI hardware revolution, but also a New York Times that is the opportunity to guide technical specifications and industry eco-friendly. This article will bring you an idea of: Classic Transfer: Optoelectronic Integration Establishes Taiwan’s New Status in the Global AI Hardware New Competition: A comprehensive collaboration from technology, supply chain to ecological systems is a driving force.