What is the domestic production rate of silicon photonics modules

China is scaling domestic capabilities, with TeraHop*, Hisense, Accezlink, amongst others, shipping millions of modules to power AI interconnects. The global silicon photonics market is projected to reach $9. 2 billion by 2028, with a CAGR of 19. 4% from 2023 to 2028. Asia Pacific is expected to grow at a CAGR of 22. 1% from 2023 to 2028, driven by data center. The increasing adoption of cloud computing, artificial intelligence, and machine learning necessitates more efficient and scalable optical interconnects, where silicon photonics offers a compelling solution due to its cost-effectiveness, miniaturization, and CMOS compatibility. 4% CAGR during the forecast period (2025-2031). Silicon photonics is experiencing strong growth due to the increasing demand for high-speed data transmission in AI, cloud computing. Yole Group unveils its latest photonic market and technology analyses, Silicon Photonics 2025 and Co-Packaged Optics for Data Centers 2025, which explore how AI-driven demand is reshaping connectivity, from transceivers to packaging innovation. 200G/channel will become the new mainstream, enabling. GlobalFoundries (GF) reported fourth-quarter 2025 revenue of $1. 83 billion and highlighted silicon photonics, advanced packaging, and GaN power as central growth engines tied to AI data center buildouts. Communications infrastructure and data center revenue rose 32% year-over-year in Q4 and 29% for. [PDF]