Co-Packaged Optics (CPO) & Optical I/O

Putting the optics directly on the switch ASIC or accelerator package. Emerging; structural threat/opportunity for transceivers.

Players

Players: Broadcom AVGO, Nvidia NVDA, Coherent COHR, Lumentum LITE, Lightmatter Private, Ayar Labs Private, Celestial AI Private, Marvell MRVL, TSMC (silicon photonics) TSM