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Co-packaged optics accelerating towards commercialization

What happened

Engineered substrate manufacturer Soitec welcomes industry steps accelerating the development and commercialization of co-packaged optics (CPO) for data centers. CPO is a technology trend aimed at improving data center efficiency by integrating optical components closer to the ASIC. Neutral: This is a long-term R&D milestone with no immediate, direct impact on component supply, demand, or pricing for traders.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

Co-packaged Optics (CPO)Engineered Substrates
Soitec
technology-trenddata-centerR&D

Source and time

Source: Semiconductor Today · 4/8/2025 · View original source

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