Testing: The critical bottleneck in CPO mass production (TrendForce)
The current testing approach is manual + non-standardized.Which creates a severe throughput bottleneck.For Testing exposure:-> $Formfactor(FORM.US): probe cards/systems-> $Onto Innovation(ONTO.US): inspection + metrology-> $Camtek(CAMT.US): inspection + metrology-> $Keysight Tech(KEYS.US): photonic/optical test-> $Viavi Solutions(VIAV.US): photonic/optical test-> $Aehr Test(AEHR.US): burn-in + testIn case anyone wanted to do further research.Names like $Teradyne(TER.US), Advantest, and Chroma ATE also fall here.So since $Taiwan Semiconductor(TSM.US)'s COUPE targets volume production in 2026...solving the testing bottleneck is one of the key unlocks for CPO to scale.Along with things like lasers, FAU, substrates, and advanced packaging.Disclosure: I personally have a position in Aehr.
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