Nvidia and Broadcom are vying to win 2026, the year of ‘Light in, Copper out’ for the semiconductor industry as chip makers turn to optics and light to carry signals in AI data centers – faster, better, more – than copper wiring and electricity, media report. After years of R&D, 2026 will see the best CPO (co-packaged optics) solutions validated and begin mass production. Nvidia’s Quantum-X optical switches are expected to face off against Broadcom’s Tomahawk switches in the CPO war, and TSMC’s COUPE silicon photonics engine is vital for all. AI servers will drive growth of 800G transceiver modules to 40 million units in 2026, and 1.6T to 20 million. $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Taiwan Semiconductor(TSM.US) #SiPh #semiconductors
Source: Dan Nystedt
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