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@shaunmmaguire: U.S. Should Go All-In on Silicon Photonics to Secure Tech Advantage Over China
"I am unbelievably bullish on a 20-year time frame on silicon photonics. Almost everything that we use today is silicon electronics, like a GPU is electronics, the computation is happening via electrons not photons. Almost every sensor we use is an electronic sensor, like a lot of the sensors in the iPhone are electronic sensors, CPUs are electronic, almost everything is electronic.
Silicon electronics is so far along in its manufacturing curve that getting to the leading edge is very hard, I mean like hundreds of billions of dollars minimum plus 10 years at a minimum to even have a chance of getting to the leading edge, and you probably wouldn’t catch up.
Silicon photonics, in my opinion, is just now getting to the point where the first real commercial applications have started to happen, and once you have first real commercial applications, you get this feedback loop where you start to get revenue which causes investment, and that drives the cost down because now building fab facilities that are optimized for photonics not for electronics, and as the cost goes down you can make other products. Then the supply chain gets better and we get better at making reliable lasers that go on chip which are a prerequisite for silicon photonics.
I think silicon photonics will be as important in the 21st century as silicon electronics was in the 20th century, and I think that no one is ahead right now, like this is something where America can easily win in silicon photonics manufacturing if we’re to kind of do it the right way and be smart about it."