Rumor: Taiwan’s Largan Precision is set to join Nvidia’s optical communications supply chain after completing end-to-end CPO (Co-Packaged Optics) module development, media report.
-Mass Production: Expected 2nd-half 2027 (potential supply for Nvidia’s Rubin Ultra platform).-Components: FAs, MLAs, and integrated Fiber Array Units (FAUs).-Demand: Nvidia Spectrum-X shipments are projected at about 20,000 units this year, requiring 600,000–700,000 FAUs for onboard optical engines alone. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #LarganSource: Dan Nystedt
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