PhotonDelta says manufacturing scale drives competitiveness in integrated photonics
SMH•PhotonDelta urged Europe to scale integrated photonics manufacturing, citing demand from AI infrastructure and the need to bridge pilot lines and commercial production.
1. Scaling production
PhotonDelta's analysis said AI infrastructure is driving demand for faster, energy-efficient connectivity and shifting competitive advantage toward reliable production at scale. It urged Europe to bridge pilot lines and commercial production, tie manufacturing investment more closely to customer demand, and coordinate across borders and with international partners.
2. European policy
The analysis said the European Commission's proposed Chips Act 2.0 recognizes photonic integrated circuits as a strategic semiconductor technology.
