Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."$Formfactor(FORM.US), $Keysight Tech(KEYS.US), $ASE, and $ATEYY are popular ones ones in this bottleneck eg. optical alignment. Then there's $Aehr Test(AEHR.US) for exposure to SipH yields/testing bottlenecks. Forecasts show that by 2026, over 50% of data center transceiver sales will come from silicon photonics (SiPh) modules.Right now, in 2026, there's quite still a few qualification cycles:But expect mass order ramp to hit anytime.Source: Serenity
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