The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030

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The rapid expansion of AI infrastructure is accelerating demand for higher bandwidth, lower power consumption, and more integrated networking architectures. As traditional copper-based interconnects approach their physical limits, Co-Packaged Optics is becoming a key solution for enabling the next phase of AI cluster scaling. This report provides a strategic overview of the CPO semiconductor market, covering the evolving roles of semiconductor fabrication, silicon photonics, advanced packaging, and major ecosystem players. The full report further examines technology trends, vendor positioning, and market opportunities toward 2030. Limited-time offer: Please contact us before June 10 to access the report at the special price of NT$2,399. Chap 2 Analysis of the Major IDMs, Foundries, and OSATs in the CPO Industry Chap 3 CPO Semiconductor Forecast and Major Players' Strategic Positioning 3.2 Impact of Emerging Technologies on Major Semiconductor Players 3.3 Comparison of the SiPh/CPO Customer Base for Major IDM/Foundries 3.4 Market Forecast for CPO Semiconductor Fabrication and Packaging