RT NEWS: #Marvell pitches #NPO and #CPO as pluggables hit scale-up limits: XPUs need ≥16 Tbps each. NPO offers field-replaceable optics, CPO the lowe...

What happened

Marvell is pitching NPO (near-package optics) and CPO (co-packaged optics) on the grounds that pluggable optics have hit scale-up limits, with each XPU needing ≥16 Tbps. According to the pitch, NPO offers field-replaceable optics, while CPO offers the lowest power and latency. 400G light engines and Photonic Fabric target 2027 (a target, not an achieved result). The item is a vendor pitch/roadmap with no price, capacity or order data stated.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/8/2026 · View original source