NVIDIA loudly proclaims that the "Silicon Photonics Era" has arrived, with TSMC, Foxconn, ASE Technology Holding, and Poroi playing key role

AI SUMMARY — NVIDIA has announced the arrival of the 'Silicon Photonics Era,' positioning TSMC, Foxconn, ASE Technology, and Poroi as critical players in this technological shift. The thesis suggests these companies will benefit from increased demand for advanced manufacturing and assembly capabilities required for silicon photonics technology.