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STMicroelectronics Scales Silicon Photonics for AI Interconnects

STMicroelectronics moves its PIC100 silicon photonics platform into high-volume 300 mm production for 800G and 1.6T optical interconnects supporting AI data center infrastructure.

STMicroelectronics, PIC100, silicon photonics, optical interconnect, AI infrastructure, hyperscale data centers, optical transceivers, 800G optics, 1.6T optics, photonic integrated circuits, silicon nitride waveguides, optical modulators, co packaged optics, near packaged optics, data center networking

The AI Tax: Why Your Next Computer and Car Are Becoming Collateral Damage in the Silicon Supercycle

ASC Global outlines how AI demand is reshaping memory supply, raising costs, and pushing PCs, automotive, and industrial systems into tighter component constraints.

ASC Global, memory shortage, HBM, DDR5, DDR4, DRAM, automotive memory, enterprise SSDs, AI infrastructure, semiconductor supply chain, market analysis, wafer allocation, PC components, hyperscale data centers, component pricing trends, 2026 memory supercycle, supply constraints, manufacturing capacity shifts

STMicroelectronics Scales Silicon Photonics for AI Interconnects

The AI Tax: Why Your Next Computer and Car Are Becoming Collateral Damage in the Silicon Supercycle

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