Optical Interconnects on KAD

TSMC vs Intel vs Samsung vs GF: The CPO Roadmap Race

Sat, 15 Aug 2026 15:28:10 +0800

TSMC vs Intel vs Samsung vs GF: The CPO Roadmap Race

Co-Packaged Optics (CPO) is moving from research demonstrations toward commercial AI infrastructure. On August 3, 2026, NVIDIA began shipping its Spectrum-X CPO switches to selected partners, while Broadcom continued small-batch deliveries of its 51.2T Bailly CPO switches.

Why Marvell Could Be the Biggest Winner in the CPO Era

Thu, 11 Jun 2026 22:47:07 +0800

Why Marvell Could Be the Biggest Winner in the CPO Era

As artificial intelligence clusters continue to scale from thousands to potentially millions of interconnected accelerators, the data center industry is rapidly approaching the physical limits of traditional networking technologies. This transition is driving growing interest in Co-Packaged Optics (CPO), a technology widely viewed as a key enabler of next-generation AI infrastructure.

CPO vs LPO: Which Optical Interconnect Technology Will Shape AI Data Centers?

Thu, 04 Jun 2026 23:02:32 +0800

CPO vs LPO: Which Optical Interconnect Technology Will Shape AI Data Centers?

The rapid growth of artificial intelligence, cloud computing, and high-performance computing (HPC) is pushing data center networking beyond the limits of traditional optical interconnect architectures. As bandwidth requirements move from 400G to 800G and eventually 1.6T and beyond, power consumption, signal integrity, thermal management, and packaging complexity have become critical bottlenecks.

Can Marvell Become the Next Broadcom in the AI Semiconductor Era?

Wed, 03 Jun 2026 23:50:56 +0800

Can Marvell Become the Next Broadcom in the AI Semiconductor Era?

The AI semiconductor industry is entering a new phase. While NVIDIA continues to dominate the GPU market, the next wave of value creation is increasingly shifting toward the infrastructure layers that enable large-scale AI deployments. Custom accelerators, optical interconnects, networking silicon, and advanced packaging technologies are becoming critical components of modern AI data centers.

Why Lumentum Became a Critical AI Optical Interconnect Supplier

Sat, 23 May 2026 10:26:05 +0800

Why Lumentum Became a Critical AI Optical Interconnect Supplier

For years, many investors and technology observers mistakenly categorized Lumentum as a LiDAR company. The confusion largely stemmed from its historical involvement with VCSEL technology used in smartphone 3D sensing and the similarity of its name to automotive LiDAR vendors such as Luminar and Hesai. In reality, Lumentum has always been fundamentally a photonics and optical communications company.