Reportedly to Break Ground on Six New Plants in 2026, CPO Mass Production Expected to Begin This Year "
"He also revealed for the first time that mass production of CPO is expected to begin this year"
Probably a good time to frontrun CPO related names like
(substrates), and others around now, before ramp really picks up.
The demand curve goes up exponentially all the way past 2029+, and I'm sure they'll break many projections.
But basically, I was talking about frontrunning CPO/SiPH names before OFC/GTC.
Turned out I was right on timing again?
CPO Ramp now looks like it's beginning H2 2026, get ready.
Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."
$FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this bottleneck eg. optical alignment.
Then there's $AEHR for exposure to SipH yields/testing bottlenecks.
Forecasts show that by 2026, over 50% of data center transceiver sales will come from silicon photonics (SiPh) modules.
Right now, in 2026, there's quite still a few qualification cycles:
But expect mass order ramp to hit anytime.
