Expert: 6-Inch Wafers Won't Entirely Solve Optical Comm Scaling Challenges
BenBajarin · x · 2026-08-12
Addressing the application prospects of optical communication technology in AI infrastructure, analyst Ben Bajarin expressed pragmatic concerns. While optimistic about optical tech in infrastructure, he stressed the need to stay realistic after examining the difficulties of scaling at the manufacturing level. He noted that even with the industry's push towards 6-inch wafers, it will not entirely solve the scaling and manufacturing challenges of optical communication.
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