Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu

__fail__

Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver

Physical AI is breaking the hyperscale model - not because of compute, but because of where compute can exist

GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.

Optical is the future, but getting there is harder than it looks.