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Digitimes September 14, 2026 By Levi Li positive

CPO nears mass production — next battle about interfaces, yield and maintenance

AI / LLMSemiconductorsMemoryManufacturingSupply ChainRegulation
As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO). But large-scale deployment will depend on more than optical-engine performance. Precision alignment, serviceability, manufacturing yield, and whether the supply chains for light sources, packaging, testing, and materials can advance in step are becoming equally critical.
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