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Back台灣積極發展矽光子技術,佔全球半導體封裝測試市場逾半
台灣積極發展矽光子技術,佔全球半導體封裝測試市場逾半
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自由时报5 hours agoTech2 min readChinaView translation

台灣積極發展矽光子技術,佔全球半導體封裝測試市場逾半

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經濟部指出,台灣佔全球半導體封裝測試市場逾半,具備發展晶片封裝光學互連(CPO)和製造精密矽光子晶片的條件。矽光子技術被視為克服AI運算瓶頸的關鍵,可降低耗電30至50%。政府已啟動相關研發計畫,並協助台積電、日月光、聯發科、鴻海等廠商成立矽光子產業聯盟,以建構自給自足的供應鏈。

AI-generated summary

Why It Matters

矽光子技術利用光取代銅線傳輸電子訊號,可降低發熱與耗電,被視為提升AI運算效率的關鍵。台灣在半導體製造與封裝測試領域具備領先優勢。

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一片矽晶圓在去年9月11日的台灣國際半導體展(Semicon Taiwan)上展出。照片:Ritchie B. Tongo,EPA

由廖佳寧和威廉·赫瑟링頓/員工記者,另加員工作家

台灣,佔全球半導體封裝測試市場逾半,具備發展晶片封裝光學互連(CPO)和製造精密矽光子晶片的條件,經濟部昨天表示。

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矽光子技術正成為主流光通訊技術,被視為克服AI運算瓶頸的關鍵。

該技術是政府「新十大AI基礎建設」重點項目,產官學研共同致力於克服關鍵技術難題,建構自給自足的矽光子供應鏈,經濟部表示。

英輝達公司(Nvidia Corp)於3月投資40億美元於矽光子技術,經濟部補充。

該技術為上週五結束的台灣國際半導體展(Semicon Taiwan)主要議題。

矽光子技術利用光訊號取代傳統銅線在晶片間傳輸電子訊號。

由於光在傳輸過程中幾乎不產生熱量,該技術可降低耗電30至50%,使裝置能更快速地串流高解析度內容並產生人工智慧內容,經濟部表示。

台灣在此轉型中具備關鍵優勢,包括完整的半導體生態系統,以及全球逾九成的7奈米或以下先進半導體製造能力,經濟部表示。

台灣佔全球半導體封裝測試市場逾半,這使其在發展CPO技術上扮演關鍵角色,該技術旨在突破傳統電子傳輸每秒1.6太比特的頻寬限制。

政府今年早些時候在A+企業創新研發計畫下啟動矽光子研發initiative,以支援關鍵技術的發展。

經濟部與SEMI已協助超過30家領先廠商,包括台積電(台積電)、日月光投控(日月光投控)、聯發科(聯發科)和鴻海精密(鴻海精密),於2024年成立矽光子產業聯盟,經濟部表示。

該聯盟旨在克服關鍵技術難題,特別是CPO,並確保台灣保持對矽光子供應鏈的控制,經濟部表示。

新聞來源:TAIPEI TIMES

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What to Watch

AI outlook — possibilities, not facts

  • 台灣將在未來兩年內完成矽光子關鍵技術突破,並開始小規模量產

    Likely · Within years

Open Questions

  • 矽光子產業聯盟具體將投入多少資源進行研發?
  • 台灣在矽光子領域的國際競爭對手有哪些?
  • 政府補助計畫的具體金額與執行時間表是什麼?

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