A new era of semicon is on the horizon

A new era of semicon is on the horizon

by Eelko Brinkhoff

Applied Sciences & Engineering Engineering & Technology TJFElectronics engineeringTJFDElectronic devices and materials
🎙 Eelko Brinkhoff 👥 5K 📅 January 23, 2026 ⏱ 27 min 👁 73 📄 expert opinion 🧭 2026-08-16
Available in: English (current) Français

Keywords

integrated photonicssemiconductorecosystemPhotonDeltainnovation

Summary

Eelko Brinkhoff, CEO of PhotonDelta, presents a vision for integrated photonics as a new era in semiconductors. He highlights the energy crisis in data centers, citing that data centers already consume as much power as Germany, and projects this to reach India’s consumption by 2030. Integrated photonics offers solutions through high-speed data transmission, reduced power consumption, and lower signal loss. He discusses the market potential, noting that integrated photonics currently represents 0.1% of semiconductor revenue, expected to grow to 3% by 2030 and 5% by 2035. He outlines the development of the ecosystem in the Netherlands, including the National Growth Fund program with €1.1 billion investment, and the European Chips Act. He emphasizes the need for partnerships, especially with Taiwan, to overcome bottlenecks in packaging and testing. He also mentions the upcoming PhotonDelta Summit and collaborations with Taiwanese organizations.

139 words

Critical Evaluation

Value of the Information & Strength of the Argument

The talk provides valuable insights into the strategic importance of integrated photonics, backed by the speaker’s position and concrete examples of ecosystem development. The argumentation is coherent, emphasizing the energy bottleneck and the need for collaborative innovation. However, it lacks quantitative technical details and relies on anecdotal evidence rather than rigorous data.

Scientific Rigor, Source Quality, Title Accuracy

The speaker cites several sources, including the Draghi report and the European Chips Act, but does not provide specific references. The title accurately reflects the content. The talk is based on the speaker’s expertise and organizational activities, which lends credibility but is not a scientific review.

113 words

Title / Content Match

The title accurately reflects the content, which discusses the emergence of integrated photonics as a new era in semiconductors.

Quality & Reliability

7/10

The speaker is the CEO of PhotonDelta, a key organization in the integrated photonics ecosystem, providing authoritative insights. The talk is based on his experience and strategic vision, but lacks detailed technical data or peer-reviewed sources.

Key Moments

Markers derived by PSI from the transcript: the creator did not define chapters.

Cited Sources

  • Draghi report — Referenced as a source of lessons learned for European competitiveness.
  • European Chips Act — Mentioned as a funding mechanism for semiconductor industry in Europe.

Concurring Sources

Contribution & Novelties

The talk provides an insider perspective on the integrated photonics ecosystem in the Netherlands, highlighting the strategic role of PhotonDelta and the importance of public-private partnerships. It underscores the potential of integrated photonics to address energy challenges in computing.

Pour aller plus loin :

77 words

Radar Profile

The radar profile shows a balanced score across all dimensions, with slightly higher scores in quality and reliability, reflecting the speaker's expertise. The lower score in technical level indicates the talk is more strategic than technical.

Reliability 7/10

💬 No comments were provided for analysis.