Woodside Capital sees silicon photonics revenue rising to $15.5 billion by 2031
Woodside Capital Partners analysis flags a power wall in AI infrastructure, driving a shift from copper interconnects to silicon photonics and co-packaged optics. Silicon photonics device-level revenue forecast to rise to $15.5 billion by 2031 from $3.1 billion in 2026, a 38% CAGR. Optical module market projected to re