NuAxiSemiconductor trade intelligence

[News] Samsung Electro-Mechanics and LG Innotek Step Up CPO Push, Reportedly Testing Substrate Component Samples

What happened

Samsung Electro-Mechanics and LG Innotek have begun sample testing of substrate components for Co-Packaged Optics (CPO). This aligns with broader industry efforts, including TSMC targeting CPO mass production this year and Samsung Foundry planning turnkey services by 2029. Neutral: This is a long-term R&D development with no immediate impact on component supply or pricing.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

CPOAI Semiconductor SubstrateOptical Waveguide

Samsung Electro-MechanicsLG InnotekTSMC Samsung Electronics ASE

technology-trendrd-milestoneai-infrastructure

Source and time

Source: TrendForce · 4/19/2026 · View original source

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[News] Samsung Electro-Mechanics and LG Innotek Step Up CPO Push, Reportedly Testing Substrate Component Samples

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings