TSMC Jumps into Silicon Photonics, Lays Out Roadmap for 12.8 Tbps Interconnect
anandtech.com
anandtech.com
Just for reference, a MI300X is good for 5.3TBps aka 42Tbps.
Overally my hope still is we see some interesting disaggregated architectures form. Rather than be used for ToR switches only, I hope this sort of thing can be used for closely connecting small clusters. Ideally an advanced flash controller also would have such a device.
The material cost of cables and their energy efficiency grow terrifying. Photonics remain a key to helping us physically scale our systems effectively. Whomever can integrate & make this stuff cost effective, part of the rest of the chip making, has a huge lead. The numbers don't have to be colossal, if the integration is tight.
The silicon real estate being used for interconnect fabric PHIs is becoming significant and, unlike compute, do not scale well with node shrinks. On-die photonics means you can cut out a big chunk of your PHIs and avoid the the latency of going to NICs. The PIUMA architecture even used on-die switches to avoid having to use external switches.
https://www.tomshardware.com/news/intel-demoes-8-core-528-th...
The problem is what happens when 1 single ethernet port transmit/receive laser out of 128/256 ports on die fails? You replace the whole switch, or move it to a spare port assuming you have one on the switch, and cabling accounts for it.
You're also talking 25/100/400/800 gigabit ethernet (or infiniband) ports here too using silicon photonics.