NuAxiSemiconductor trade intelligence
Nvidia, SPIL target CPO volume shipments in 2027
What happened
Nvidia and ASE's SPIL are expanding the supply of optical engines for co-packaged optics (CPO), targeting a 15x capacity increase by mid-2027 and a 30x increase by the end of 2028, as CPO moves toward volume shipments (with volume shipments targeted for 2027). The source's stated cause is that AI infrastructure investment is accelerating the shift toward optical connectivity, as rising data-center traffic exposes the power and bandwidth limits of conventional electrical signals. These capacity increases are stated targets, not completed results.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
optical engines for co-packaged optics (CPO)
Source and time
Source: DigiTimes Asia · 11/9/2026 · View original source
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