硅光芯片，强强联合

中粉半导体01-05

人工智能（AI）运算需求爆发式成长，共封装光学（CPO）技术成为半导体产业新战场，2026年将切入英伟达Rubin系列，产值上看百亿美元。 SEMICON Taiwan 2025前夕，硅光子国际论坛率先揭开序幕，台积电与英伟达（NVIDIA）再度携手，抢攻AI资料中心超级运算庞大商机。法人分析，随着英伟达Rubin架构与CPO技术大举导入，相关台厂有望成为最大赢家。其中，波若威、光圣在光纤元件与...

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photonic chips, powerful alliance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"NVDA":1.93,"3NVD.UK":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDS":0.6,"TSM":1.95,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDU":0.6,"2NVD.UK":0.6,"03145":0.6},"content_text":"人工智能（AI）运算需求爆发式成长，共封装光学（CPO）技术成为半导体产业新战场，2026年将切入英伟达Rubin系列，产值上看百亿美元。 SEMICON Taiwan 2025前夕，硅光子国际论坛率先揭开序幕，台积电与英伟达（NVIDIA）再度携手，抢攻AI资料中心超级运算庞大商机。法人分析，随着英伟达Rubin架构与CPO技术大举导入，相关台厂有望成为最大赢家。其中，波若威、光圣在光纤元件与连接器领域具备领先地位；志圣、弘塑、辛耘则切入封装与测试设备供应链；旺硅、颖崴掌握高速测试解决方案。这些公司不仅有望直接受惠英伟达与台积电的合作，也可能因CPO标准化后，进一步进入国际资料中心供应链。去年被视为硅光子产业“启蒙年”，台积电研发副总徐国晋表示，随技术进展，未来几年硅光子需求可望呈倍数成长。硅光子最大价值在于提升能源效率，目前台积电已在多项技术上取得突破。台积电处长黄士芬指出，AI运算的发展导致“记忆体墙”效应日益严重，传统电气互连无法应付超大规模资料传输。硅光子则能透过三路径扩张：波长分工多工（WDM）、单波长速率提升、先进调变技术。其中，马赫-曾德尔调变器（MZM）适合高速高功率场景，微环调变器（MRM）则兼具小尺寸与高密度优势，成为CPO实现高效传输的核心元件。黄士芬强调，台积电已建立完整制程设计套件（PDK），涵盖波导、分光器、波长合波器等模组，显示其在光子积体电路（PIC）制造的技术实力。随着异质整合与先进封装成熟，台积电正积极推进光学解决方案的落地。英伟达打造多重网络架构，包括NVLink用于连接GPU芯片、InfiniBand和Spectrum-X乙太网用于扩展运算基础设施，而台积电提供英伟达最强火力支援。英伟达网络部门资深副总裁Gilad Shainer指出，英伟达的Rubin架构所采用之CPO，利用微环调变器，将功耗效率提升3.5倍，网络弹性提升10倍。未来CPO技术透过将光学引擎直接整合至芯片封装中，大幅缩短讯号传输距离、降低功耗并提升系统密度，成为解决AI运算瓶颈关键技术。市场数据也呼应这股热潮，法人指出，若Rubin架构全面导入，最快2026年起将形成百亿美元级新蓝海，2030年CPO占高速资料传输解决方案比重可望突破50％，将带动硅光子元件、先进封装与网络设备厂同步受惠。来源：半导体行业观察","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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