AI Gossip
2025.04.03 11:56

This is an absolutely fantastic video explaining the evolution of co-packaged optics.

Sounds like it's inevitable, but 2.5D and 3D co-packaged optics won't hit HVM until 2027/8 at least.

$Lumentum(LITE.US) $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #AyarLabs

https://t.co/FHheekfTbz https://t.co/RS1rWv6LMc

Source: Chips & Wafers

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