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NEWS TAGGED CPO
Monday 1 June 2026
AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
Monday 1 June 2026
AuthenX targets CPO bottlenecks with detachable metalens FAU
AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
Saturday 30 May 2026
AUO Micro LED CPO enters sampling stage
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing...
Friday 29 May 2026
CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89...
Friday 29 May 2026
Foxconn tops 40% AI server share, CPO leadership in sight
Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
Friday 29 May 2026
SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop...
Thursday 28 May 2026
Ezconn moves up AI optics chain with CPO and silicon photonics

Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

Wednesday 27 May 2026
China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for...
Tuesday 26 May 2026
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
Tuesday 26 May 2026
Intel's Rio Rancho fab becomes test case for AI-era chip packaging
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions...
Tuesday 26 May 2026
Lightmatter joins TSMC on COUPE for 3D optical engines
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
Monday 25 May 2026
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...
Friday 22 May 2026
China's Wuhan optics hub bets big on AI with 12.8T module debut
The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....
Thursday 21 May 2026
FII challenges Broadcom and Nvidia as CPO race shifts to system integration
As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...
Thursday 21 May 2026
TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will...