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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
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    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
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    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
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    Google seeks faster InP substrate expansion as supply chain security outweighs price
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    WF6 prices surge as Japanese plants shut and AI demand tightens supply
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    NEWS TAGGED CPO
    Monday 15 June 2026
    Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

    AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full...

    Saturday 13 June 2026
    Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

    Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

    Thursday 11 June 2026
    CPO delays may shift AI networking demand, not derail it

    Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

    Thursday 11 June 2026
    Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts
    Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new...
    Wednesday 10 June 2026
    Largan targets CPO multilayer stacking with first FAU pilot line
    Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed...
    Tuesday 9 June 2026
    PCL Technologies targets CPO as Penang plant nears completion
    Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....
    Monday 8 June 2026
    Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
    Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
    Monday 8 June 2026
    Largan posts 43% year-on-year May revenue rise
    argan Technology reported consolidated May revenue of NT$4.593 billion on June 5, a 14% decline from April and a 43% increase from May 2025. First five-month revenue reached NT$25.495...
    Sunday 7 June 2026
    JCET opens 3D packaging plant to target AI power modules, CPO demand
    JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing,...
    Thursday 4 June 2026
    Commentary: Wired or wireless, connectivity steals the spotlight at Computex 2026
    Computex 2026 was again dominated by the latest computing chips, with Nvidia's RTX Spark drawing heavy attention and debate. Yet another theme is moving closer to the centre of the...
    Thursday 4 June 2026
    BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
    Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
    Wednesday 3 June 2026
    Lightmatter joins Nvidia NVLink Fusion ecosystem to expand optical AI connectivity
    Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration...
    Wednesday 3 June 2026
    Largan makes first Computex appearance with CPO push for AI data centers
    Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking...
    Wednesday 3 June 2026
    GSEO sees CPO business as potential second growth engine from 2027 to 2028
    Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
    Tuesday 2 June 2026
    TSMC races to expand AI chip capacity while CPO and CoWoS move to center stage
    Nvidia GTC Taipei opened on June 1 with a packed keynote by CEO Jensen Huang, who kicked off the event by unveiling the widely watched Taiwan supply chain board.
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook