CPO sector leads the rally in a weak market, Roboteq surges over 15% in the afternoon.

MaticHoleFiller · 2026-04-03T09:48:32+00:00

CPO, as the next-generation technology for optical modules, is driven by the increasing demand for data transmission in AI servers and has become an industry hotspot. Recently, several listed companies have performed strongly, and the CPO market is expected to reach $10 billion by 2030. TSMC's mass production progress is seen as an important milestone for commercializing the technology, and the industry outlook is optimistic.

MaticHoleFiller

2026-04-03 09:48:32

Abstract generation in progress

(Source: Finance News)

          As the next-generation technology for optical modules, CPO—along with the growing demands of AI server interconnects for higher data transmission efficiency—is further strengthening the industry trend. Global leading manufacturers are all actively exploring relevant technology paths and applications.

On the afternoon of April 3, all three major indices fell across the board. The CPO sector continued to lead the gains. Robotech (300757.SZ) surged again, once up more than 15%. In addition, Dekolay (688205.SH) hit the 20cm daily limit up. Googong Technology (300620.SZ) rose more than 10%. Zhongbei Communications (603220.SH) and Hengan Optoelectronics (600487.SH) were close to the daily limit up. Juguang Technology (688167.SH), Tiantong Co., Ltd. (600330.SH), Tsinghua Unigroup (000938.SZ), Opto Xun Technology (002281.SZ), Changxin Bochung (300548.SZ), and Jintai Xuchuang (300308.SZ), among others, also followed with gains.

On the news front, on April 2, the Ministry of Industry and Information Technology released a notice on launching a special campaign to empower small and medium-sized enterprises with inclusive computing power. The plan proposes promoting the deployment and application of technologies such as all-optical switching. It aims to reduce network latency from compute-power application terminals to servers, and improve the user experience of interactive applications.

Meanwhile, Robotech announced that its wholly owned subsidiary ficonTEC’s subsidiary and a Nasdaq-listed company F signed a major contract for ordinary business operations on April 1. The contract value is USD 35.70 million (equivalent to about RMB 246 million), accounting for approximately 25.90% of the company’s audited operating revenue for fiscal year 2025. If the contract is fulfilled smoothly, it is expected to have a positive impact on the company’s operating performance for 2026. The subject of this transaction contract is mass-production and coupling equipment and services for core process steps in the high-speed optical module packaging manufacturing route suitable for a pluggable silicon photonics technology path. The equipment has globally leading technological advantages. It is worth noting that this is the fifth time this year that Robotech has disclosed that ficonTEC has secured a major order, with the total contract value reaching RMB 1.021 billion, further validating the high level of industry momentum in this track.

From the industry side, recently, the Silicon Photonics Industry Alliance SiPhIA held a forum. TSMC said that its in-house silicon photonics integration platform COUPE is expected to achieve full mass production this year. This is viewed by the industry as an important milestone in the CPO industry moving from technology validation to commercial deployment. LightCounting predicts that by 2030, the CPO market size covering Scale-up and Scale-out scenarios could reach USD 10 billion. Coherent (COHR.US) further revised its forecast upward at the OFC conference to USD 15 billion.

Western Securities stated that TSMC’s COUPE packaging platform is becoming a key foundation for CPO systematization. The maturity of the CPO supply chain requires coordinated system-level design across the entire system, including laser sources, PICs, coupling connectors, thermal management, packaging, and more. Before CPO becomes the mainstream, technical solutions such as pluggable approaches, LPO, and NPO may still serve as pragmatic choices that can better match demand and enable faster deployment.

According to a latest research report from Guangfa Securities, as the next-generation technology for optical modules, CPO—along with the growing demands of AI server interconnects for higher data transmission efficiency—is further strengthening the industry trend. Global leading manufacturers are all actively exploring relevant technology paths and applications. It recommends paying attention to companies that have deployed key equipment such as CPO packaging and detection.

A vast amount of information and precise interpretation—available in the Sina Finance APP

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.