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N Plus Infinity Times Two

tomshardware.com › tech-industry

Near-packaged optics (NPO) gains ground as the industry hedges against CPO's growing pains — analysts say volume for NPO products will extend until the end of the decade

… Just two months ago, SemiAnalysis published a research note pushing its CPO volume expectations out to 2027 for scale-out networks and 2028 or 2029 for full-scale production, subsequently knocking 17% off Applied Optoelectronics stock and roughly 8% off Lumentum in a single session and drawing a pu… …

Aug 13, 2026 · Luke James
tomshardware.com › tech-industry › semiconductors

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets

… Nvidia's marketing claims its photonics switches use four times fewer lasers than an equivalent pluggable deployment, alongside 3.5 times better power efficiency and ten times better network resiliency, all of which are vendor figures. …

Jul 31, 2026 · Luke James
tomshardware.com › tech-industry

Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects

… The way to make a processor faster used to be to pack in more silicon, but there is a physical limit to how big a single chip can be – so performance now depends on networking dozens, then hundreds, of chips together. “Ultimately, networking is the future of computing,” Harris said. “The performanc… …

Jul 23, 2026 · Chris Stokel-Walker