NuAxiSemiconductor trade intelligence

Co-Packaged Optics Moves from Promise to Production Planning

What happened

At the Ayar Labs CPO Summit, Meta, Broadcom, AMD, and others weighed in on readiness for a 2028 co-packaged optics (CPO) demand surge and the OCI MSA's role. The item is an industry-discussion piece about production planning ahead of 2028; the source does not state any price or supply-demand changes or give specific quantities.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

co-packaged optics

Ayar LabsMeta Broadcom AMD

CPOOCI MSA2028 demand surgeproduction planning

Source and time

Source: EE Times · 10/14/2026 · View original source

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Co-Packaged Optics Moves from Promise to Production Planning

What happened

Impact and signal

Affected components and suppliers

Source and time

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