At OFC 2026, WIN Semiconductors showed what it takes to be the world's leading III-V foundry: tight control of trench etch and oxide aperture underpins a VCSEL supply chain of millions of wafers, while it builds out advanced processes for CPO and autonomous driving.

The first bottleneck in silicon photonics isn’t silicon’s inability to emit light — it’s whether designers can get a box of foundry-guaranteed building blocks that will actually yield. That box is the PDK. Why is it so much harder than an electronic PDK, and why is it the foundry’s quietest moat?