TSMC Affiliate VisEra Scales AI Optics with 1.6T Silicon Photonics
TSMC said AI-related demand lifted July revenue to NT$467.58 billion, a monthly record that also put seven-month sales up 37% from a year earlier.
- On Monday in Taipei, Taiwan Semiconductor Manufacturing Co. reported record sales for July of $14.5 billion, up 44.7% from a year earlier.
- High-Performance computing, where TSMC books AI chip sales, accounted for 66% of revenues, with TSMC Chairman C.C. Wei saying "AI-related demand continues to be extremely robust."
- TSMC raised its 2026 revenue growth forecast to slightly above 40% and increased annual capital expenditure projection to between $60 billion and $64 billion.
- Ben Barringer, head of technology research at Quilter Cheviot, told CNBC "TSMC is now guiding for 40% growth in revenues," noting July's performance exceeds targets.
- While The PHLX Semiconductor index remains down around 15% from its June high, European semiconductor stocks rose on Monday with ASML, Infineon, and STMicro trading higher.
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TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers already in mass production and its next-generation PIC thin-film processes for 1.6T products targeted to begin gradual volume production by the end of 2026. A high-density optical coupling platform is planned for mass production in the second half of 2027.
The TSMC released a growth in July sales that surpassed its annual targets, being another sign that the artificial intelligence market still has plenty of room to advance. The company's revenue reached 467.5 billion new Taiwanese dollars (US$ 14.5 billion) in July, which represents a 45% increase over the same month of the previous year. Exclusive material for subscribers. To have full access, access the link of the subject and register.
The company has also raised its capital expenditure forecast for the whole of 2026.
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