Dossier
co-packaged optics
Coverage of co-packaged optics in the Nexus archive.
- Uncle Sam sees the light, offers GlobalFoundries $300M to pursue silicon photonics while taking 1% stake
The US government has agreed to provide GlobalFoundries with $300 million in CHIPS Act funding and a 1% stake to advance silicon photonics technologies for AI datacenters. The investment aims to support the development of high-speed optical interconnects like co-packaged optics (CPO) and near-packaged optics (NPO), which are critical for next-generation computing systems.
- Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.
J.P. Morgan analysts suggest Coherent and Lumentum have become more attractive investment options. An analyst at the firm argues concerns about the adoption of co-packaged optics are overblown.