NuAxiSemiconductor trade intelligence

Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers

What happened

Taiwan is addressing CPO testing bottlenecks to scale silicon photonics for AI data centers. Forecasts indicate SiPh modules will grow from 33% of data center transceiver sales in 2024 to over 50% by 2026. Neutral: This is a long-term technology development with no immediate, specific impact on component pricing or supply.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Silicon Photonics (SiPh) TransceiversCo-Packaged Optics (CPO)

technology-trendai-infrastructure

Source and time

Source: DigiTimes Asia · 4/2/2026 · View original source

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Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers

What happened

Impact and signal

Affected components and suppliers

Source and time

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