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Institution: Nvidia and Broadcom CPO switches are shipping in small quantities, and key factors are optical engine yield and advanced packaging capacity

2026-07-27 07:04:10

Mars Finance News: On July 27, according to TrendForce (a consulting firm) latest optical communications industry research, as NVIDIA ships its next-generation Spectrum-X CPO switches to some partners and Broadcom’s 51.2T Bailly CPO switches continue to be delivered in small batches, it indicates that co-packaged optics (CPO) has officially moved into mass production. However, the supply capacity of core components—such as optical engines, silicon photonics chips, and advanced packaging—will become the key factor affecting how quickly CPO switches can be expanded. (Wide-angle observation)

NVDA-0.83%

AVGO-2.79%

View Original

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