Co-Packaged Optics (CPO)

Co-packaged optics (CPO) integrates optical components with switches or computing chips in a single package, shortening electrical signal paths to increase bandwidth and reduce energy use in AI data centers. NVIDIA recently launched CPO switches, while Corning, TSMC, Intel and Largan Precision are accelerating work on glass substrates, through-glass vias and silicon photonics. Largan Precision has also secured its first order. Yield rates, costs and mass-production timelines remain challenging, making supply-chain progress and the pace of commercial deployment important areas to watch.