Source: SamMobile
Samsung’s pivot to silicon photonics represents a critical competitive move in the semiconductor arms race, as the technology promises dramatically faster data transmission by replacing electrical signals with light—essential for the next generation of AI infrastructure and cloud computing. By targeting 2028, Samsung is openly acknowledging it’s behind TSMC’s timeline while signaling that photonics, not just traditional chip density improvements, is where the real performance gains will come from. This shift reveals an industry-wide recognition that Moore’s Law is hitting physical limits, forcing chipmakers to pursue fundamentally different architectures rather than incremental refinements.