TSMC Bets on Unorthodox Optical Tech

In the race to an all-optical AI data center, a major player has now placed a bet on a different horse. Semiconductor manufacturing giant TSMC announced that it will work with Sunnyvale startup Avicena to produce microLED-based interconnects. The technology is a pragmatic twist on replacing electrical connections with optical ones to meet the high needs of communication among an increasing number of GPUs in a low cost, energy efficient way. Thanks to the computational demands of large language models and their cousins, AI clusters are facing unprecedented requirements regarding amounts of data, bandwidth, latency, and speed. Sooner or later, the copper wires that connect processors and memory within a single AI data center rack will have to be replaced with optics. “There’s a huge push to get optical connections as close to the board as possible,” says Lucas Tsai, a vice president at TSMC. Avicena offers a unique approach, using hundreds of blue microLEDs connected through imaging-ty ... Read full article.