Kuala Lumpur, March 11 -- Malaysia's outsourced semiconductor assembly and test (OSAT) industry could gain new opportunities from the fast-growing photonics sector, with the market projected to reach about 4.6 billion USD by 2030 as demand for optical networking infrastructure increases, Bernama reported.
A research note released on March 10 by Kenanga Investment Bank Bhd (Kenanga IB) said the rising use of photonics in data communications, particularly in artificial intelligence (AI) data centre networks, is gradually shifting value towards high-precision assembly, reliability qualification and testing rather than component performance alone.
The report noted that if the optical module ecosystem continues outsourcing assembly and testing...