Co-packaged Optics– tag –
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Samsung Foundry Secures Optical Module Order, Ramps Up Silicon Photonics and CPO Drive for AI
TrendForce South Korea Overview Samsung Foundry has reportedly secured a significant optical module order, signaling an intensified focus on silicon photonics and Co-Packaged Optics (CPO). The company aims to differentiate itself by offe... -
Lumentum’s Optical Components Business Accelerates Amidst AI Boom, Bolstering Investments in 800G/1.6T and CPO
Zacks USA Overview Lumentum's optical components business is rapidly accelerating, driven by the expanding AI-powered optical networking market. The company is actively scaling its manufacturing capacity for 800G and 1.6T transceivers wh... -
GlobalFoundries Projects Silicon Photonics Revenue to Double by 2026, Exceeding $1 Billion by 2028
TrendForce USA Overview GlobalFoundries (GF) is poised for significant growth in its silicon photonics business, with revenue projected to double by 2026 and surpass $1 billion by the end of 2028. This surge is driven by the industry's r... -
GlobalFoundries Unveils SCALE™ Optical Module Solution to Accelerate Co-Packaged Optics for AI Data Centers
GlobalFoundries (GF) USA Overview GlobalFoundries (GF) has introduced its SCALE™ optical module solution, designed to accelerate the adoption of Co-Packaged Optics (CPO) for advanced AI data centers. This platform is the industry's first...
