What is CPO technology?

Co-Packaged Optics integrates optical engines with AI chips, enabling high-speed, energy-efficient data transmission.

Where are Taiwanese companies involved?

Taiwanese firms play key roles in optical engines, packaging, and laser sources within the CPO supply chain.

What is the future of the CPO market?

The CPO market is projected to reach $39 billion by 2030, driven by growing AI infrastructure demand.

What is NVIDIA's strategic move?

NVIDIA is securing supply chains early to maintain leadership in next-generation AI computing infrastructure.

What is the impact on investors?

CPO-related stocks surged, especially in Taiwan, showing immediate market reaction and investment interest.

NVIDIA Announces CPO Mass Production, Boosting Multiple Taiwan-Based Optical Communication Stocks to Limit Up

Published Aug 3, 2026 2:21 PM ・ Updated Aug 3, 2026 3:09 PM ・ 5 min read ・ Source: PR Times

NVIDIA's senior vice president Gilad Shainer announced the mass production of Co-Packaged Optics (CPO), driving strong gains in Taiwan's optical communication sector, with multiple stocks hitting their daily trading limits.

NVIDIA (NVDA-US) senior vice president Gilad Shainer recently announced that Co-Packaged Optics (CPO) technology will enter mass production, energizing Taiwan-based optical communication stocks on Wednesday (3rd), with multiple companies including LUXNET (3081-TW), Win Semiconductors (6442-TW), United Monolithic Semiconductors (3450-TW), Powertech Technology (3163-TW), and HC SemiTek (4979-TW) surging to their daily price limits.

According to international media reports, Gilad Shainer not only confirmed CPO's transition to mass production but also highlighted that the largest future market opportunity in optical communications lies in vertical scaling (Scale-up), which will require 10 times the bandwidth performance of horizontal scaling (Scale-out). NVIDIA has been investing and building its supply chain ahead of any technology's mass production, covering optical engines, packaging, fiber arrays, and customized laser light sources. The company expects to see a significant number of CPO-equipped switches emerge as early as this year (2026), with continued adoption across AI factories worldwide.

On the trading floor today, multiple optical communication stocks opened sharply higher and quickly hit their daily price limits. LUXNET, Win Semiconductors, United Monolithic Semiconductors, Powertech Technology, HC SemiTek, Opto-Link (3234-TW), and Sampo (3363-TW) all surged. Others, including Frontek (4908-TW), TST (6426-TW), and JDSU-KY (4977-TW), saw share prices jump nearly 7-8%.

Analysts noted that silicon photonics-related stocks have recently rebounded after deep corrections. NVIDIA’s confirmation of CPO mass production has reignited investor confidence. Although external expectations suggest CPO volume shipments may not ramp up until 2028, companies already positioning themselves within the supply chain are poised to become major beneficiaries of the next wave of AI infrastructure investment.

Market research forecasts also indicate that the CPO market will surpass $39 billion by 2030. Growth momentum is expected to accelerate between 2028 and 2029 as Scale-up architectures begin integrating optical interconnects, driving sustained market expansion.

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Source: PR Times
Category: New Product

NVIDIA Announces CPO Mass Production, Boosting Multiple Taiwan-Based Optical Communication Stocks to Limit Up

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