TSMC could create a new “Moore’s Law for CPO,” doubling bandwidth every two years as it accelerates the rollout of co-packaged optics (CPO) to meet the soaring bandwidth requirements of AI data centers, according to a media report.
TSMC will focus on three areas to scale CPO:• Per-lane speed: Increase single-channel speeds from 200G today to 400G and beyond• Optical channel density: Expand channel counts from 16 today to 32, then 64 and beyond• WDM (wavelength-division multiplexing): Enable each optical fiber to carry more wavelengths simultaneouslyThe report forecasts that doubling bandwidth every two years could take CPO bandwidth from a 3.2T baseline today to around 410T by 2040 – 128x higher. $Taiwan Semiconductor(TSM.US)Source: Dan Nystedt
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