cpo

According to DIGITIMES, at the Semicon Network Summit 2026, industry representatives pointed out that the bottleneck in the silicon photonics industry has shifted from materials to packaging precision and heterogeneous integration. Marvell's CTO stated that copper interconnects are nearing their physical limits, and end-to-end optical interconnects are inevitable.TNO/Holst Centre pointed out that the real challenge for CPO is integrating optical materials such as LiNbO3 and InP with the CMOS platform. TSIA indicated that the packaging stage now requires micron-level fiber alignment precision, and Taiwan has a globally leading advantage in the chip and packaging fields. TNO further noted that panel-level packaging is a key opportunity for Taiwan, leveraging large-size glass substrate processing experience to support the large-scale demand for optical interconnects in data centers, but there are still technical gaps in equipment such as Chip-to-Wafer bonding. Marvell stated that its reliance on the Taiwanese supply chain for silicon photonic chips is increasing.

According to the Industrial and Commercial Times, there are widespread rumors in the market that TSMC intends to invest over 30 billion New Taiwan dollars to acquire AUO's two old-generation panel factories, L7 and L5C, located in the Central Taiwan Science Park, adjacent to TSMC's plant, to reserve space for large-size packaging such as CoPoS and FOPLP. Informed sources indicate that TSMC has sent personnel to complete on-site audits, and AUO plans to prioritize the disposal of the two factories, aiming to submit to the board of directors in October, with an estimated completion of production line relocation and factory vacating by the end of the first quarter next year. Both TSMC and AUO have not confirmed this transaction.Semiconductor industry analysts suggest that TSMC is extending from the A14 advanced process and advanced packaging to the COUPE silicon photonics platform, leveraging Taichung's role as a hub for precision optical components to build the Central Taiwan Science Park into a CPO ecosystem. TSMC's existing Fab 15A in the Science Park mainly uses a 28-nanometer process and can support the manufacturing of silicon interposers; the second phase of the Science Park, Fab 25, is planned to build four A14 wafer fabs, with the first two already entering steel structure construction, and the first factory striving for completion before April 2027. The existing advanced packaging and testing facility AP5 in the Science Park has already started CoWoS production, and in the future, it will integrate electronic and photonic chips through the COUPE platform.On the optical side, Largan Precision has recently acquired land and factories in Nantun, Taichung Industrial Zone, and nearby precision machinery clusters, with three transactions totaling approximately 2.568 billion, interpreted by the market as a warm-up for CPO mass production. The company has obtained its first mass production order for fiber optic arrays, with the first automated trial production line aiming for completion by the end of the third quarter, and mass production expected as early as mid-2027, while also laying out micro-lens arrays and integrated FAUs.

Ahmed Shihab, Chief Product Officer of Western Digital, stated that the key to AI storage competition is not simply pursuing the fastest medium, but whether it can continuously scale capacity at an affordable cost. He believes that many architectures run well in the early stages, but when the data scale grows from several PB to hundreds of PB or even EB levels, issues may arise due to uncontrolled costs.Flash storage is suitable for high-performance, low-latency scenarios such as model weights, GPU overflow, KV caches, and session contexts; HDDs are more suitable for large-scale, long-term storage, and cost-sensitive data such as training corpora, logs, checkpoints, compliance records, synthetic data, and inference outputs. He summarized: "Flash handles the present, HDD handles the entire lifecycle."At the scale of AI, storage costs themselves will become an architectural issue. Long-term storage of large volumes of data on high-performance media will crowd out budgets for computing, networking, power, and personnel. For many bulk storage workloads, the issue is not whether flash can store, but whether customers can afford the total cost of using flash in the long term.In the future, AI storage will not be dominated by a single technology, but should be designed in layers based on performance, cost, power consumption, density, reliability, and data lifecycle. He emphasized that this is not a competition between flash and HDD, but rather a need to match the appropriate medium for different workloads from the very beginning; otherwise, the architecture may impact business sustainability as it scales.

Gilad Shainer, Senior Vice President of NVIDIA, announced at a recent technology forum that CPO has entered the mass production stage. The switches co-developed with the supply chain have begun delivery to closely collaborating customers and are being deployed in-house. It is expected that starting this year, switches equipped with CPO technology will be widely adopted in AI factories around the world.Shainer pointed out that the biggest opportunity in the future optical communication market lies in vertical scaling, which will require bandwidth efficiency more than ten times that of horizontal scaling. Previously, Shainer was responsible for R&D at Mellanox, and after the company was acquired by NVIDIA, he led the AI platform network transmission department and co-developed the COUPE silicon photonics packaging platform with TSMC. This announcement helps to dispel market concerns about the upgrade of optical communication specifications and boosts the operational outlook for related manufacturers.It is reported that NVIDIA has already implemented CPO on Spectrum-X, aiming to align with the upcoming large-scale deployment of the Vera Rubin AI platform (which has a computing speed at least three times faster than GB300). Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with significant acceleration in growth momentum from 2028 to 2029 as optical interconnects are introduced with Scale-up.

The "New Stock God" Serenity published an analysis stating that as Co-Packaged Optics (CPO) technology is expected to enter large-scale deployment in the second half of 2027, Sivers Semiconductors (SIVE) may play both a bottleneck and a key node role in the industry.It pointed out that there are signs of tight supply for Continuous Wave (CW) lasers. Affected by previous orders from NVIDIA, the capacities of companies such as Sumitomo Electric, Furukawa Electric, and Win Semi are highly saturated. Meanwhile, Sivers, which adopts a fab-lite model, has effectively secured a significant amount of CW laser supply by locking in capacity with foundries like Win Semi in advance.The analysis believes that multiple CPO routes, including ASIC projects from Ayar Labs, Jabil, Marvell Celestial, and other large-scale cloud providers, are highly dependent on Sivers' laser solutions, lacking mature alternative sources in the short term, which positions it as a structural "bottleneck" in the entire ecosystem.Additionally, Sivers is the default reference laser design solution for GlobalFoundries, with relevant ecosystem participants including AMD and several CPO chip suppliers. Aside from vertically integrated companies like NVIDIA and Broadcom, most ASIC and commercial CPO projects are likely to revolve around Sivers.Serenity expects that as the CPO market size grows from nearly zero to between $81 billion and $91 billion in about a year and a half, Sivers is likely to replicate Lumentum's growth path and may grow into a company with a market value of around $75 billion in the coming years. However, the above views only represent the personal judgment of market analysts.

Vibhu Norby, Chief Product Officer of the Solana Foundation, posted on the X platform stating that the Drift Protocol has confirmed it was attacked, with the specific source still under investigation. This incident is not caused by a program or smart contract vulnerability, but is more likely related to operational security or social engineering attacks.It should also be clarified that although this incident occurred on a project based on the Solana ecosystem, theoretically, any protocol relying on a multi-signature mechanism across various chains may face similar risks. Therefore, the Drift security incident is an isolated case and does not indicate a systemic issue with Solana DeFi or related products. Once the complete investigation is concluded, the industry may draw important lessons from it, and the Solana DeFi community will quickly recover and rebuild.

According to market news, Coinbase Chief Policy Officer Faryar Shirzad has called on U.S. lawmakers to reform cryptocurrency tax rules, stating that current laws are outdated. Treating crypto assets as "property" results in tax obligations even for paying gas fees or using stablecoins for everyday transactions, requiring users to calculate cost basis, track gains and losses, and report, creating a compliance burden.Coinbase data shows that the volume of tax-related customer service inquiries has increased by 34% compared to the same period last year, and millions of 1099-DA forms are expected to be issued in 2025, many of which involve very small transactions. Shirzad pointed out that over 63% of users have gaps in cost basis records, leading taxpayers to either overpay taxes or be forced to manually verify transactions. He suggested establishing a minimum exemption threshold for small transactions to eliminate the burden of reporting small payments. If tax rules are not adjusted, it may push users and innovation overseas, affecting the U.S. competitiveness in the crypto space.

ChainCatcher news, according to the official announcement, Bitget has launched the U-based CPOOL perpetual contract, with a leverage range of 1-20 times. The contract trading BOT will be opened simultaneously.

ChainCatcher news, according to on-chain analyst Yu Jin's monitoring, HashKey Capital transferred 6.916 million CPOOL (worth 1.24 million USD), 38.4 million G (worth 450,000 USD), and 5.184 million RSS 3 (worth 220,000 USD) to exchanges. These tokens were all obtained by HashKey Capital through investment unlocks.

ChainCatcher message, according to official news, Binance Alpha has added B3, FLUID, VVV, TOKEN, DRIFT, CPOOL.

ChainCatcher news, according to Arkham monitoring, about 4 hours ago, Alameda Research transferred $5.24 million worth of WXRP to Binance Deposit, $900,000 worth of CPOOL to KuCoin Deposit, and $7.08 million worth of VBTC to Wintermute, suspected to be sold through OTC.

ChainCatcher news, the decentralized capital market protocol Clearpool has announced the execution of the $CPOOL buyback and burn plan for the first quarter of 2024. $63,780.41 was used for buybacks, purchasing 271,854.577996 CPOOL. The buyback volume increased by over 50% compared to the previous quarter. 50% of the tokens were burned, and 50% were deposited into rewards.It is reported that the income generated from Clearpool Prime and permissionless pools, along with the 1% monthly fee paid by borrowers, contributes to the buyback, with 50% allocated for this purpose.

ChainCatcher news, the decentralized credit market Clearpool has released its roadmap for 2024.According to reports, the roadmap includes: Q1 plans to launch Credit Vaults, new chain support, borrower pools introduced by leading fintech companies, a new user interface, and Term Pools; Q2 will introduce a new CPOOL staking model and protocol governance, more types of borrowers and credit products, and detailed credit reports; Q3 will launch mortgages, ongoing multi-chain growth, and new asset support; Q4 will introduce Clearpool Prime V2 and Exchange Traded Pools (ETP) products.