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    NEWS TAGGED SWITCH
    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
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Friday 5 June 2026
    Marvell says SerDes and packaging are key hurdles in switch chip development
    Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...
    Tuesday 2 June 2026
    Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way through
    On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Tuesday 26 May 2026
    Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

    South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

    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...
    Friday 15 May 2026
    Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
    Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
    Monday 27 April 2026
    What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
    The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
    Tuesday 21 April 2026
    AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026
    Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income...
    Tuesday 21 April 2026
    Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
    Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
    Friday 20 March 2026
    Lumotive makes optical breakthrough, targets 10,000-port data centers

    As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

    Sunday 8 March 2026
    Wistron posts record February revenue driven by AI server shipments
    Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    Tuesday 3 March 2026
    FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026
    As AI model training scales up and cloud service providers (CSPs) accelerate the buildout of high-performance data centers, switch bandwidth is moving from 51.2Tbps to the 102.4Tbps...
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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