Story thread · 2 reports / 1 sources
AI drives Episil GeSi, PMIC growth
digitimes.com · 3h
Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth engines. Demand for silicon photonics optical communication modules is driving a surge in germanium silicon (GeSi) epitaxy demand, with the sector projected to grow 3.5- to 4-fold in 2027 and demand visibility extending to 2028.
First report: Episil says AI demand marks structural shift in semiconductor epitaxy — digitimes.com, 1d
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