TSM

When Nvidia announced Spectrum-X switches built with CPO (co-packaged optics) have entered mass production, it named 4 Taiwan firms among partners, TSMC, Foxconn, ASE and Browave as well as China’s leading optics firm, TFC Communication, media report, and multiple firms say their order books are already full through 2027 and expect supplies to be tight into 2028.

CoreWeave, Lambda and Oracle will become the first to deploy the 200Gbps/lane CPO Ethernet switch system, billed for a big leap in performance:

5x improvement in network power efficiency

5x increase in continuous AI uptime

10x extension in Mean Time Between Failures (MTBF)

Up to 1.6x overall AI network performance boost, supports 100s of 1000s of GPUs

TSMC and Foxconn are expected to play key roles, with TSMC leading production via its COUPE silicon photonics engine platform, which integrates components that are then packaged by ASE and use Browave’s optical components. Foxconn does final assembly of the CPO switches.

Foxconn Chairman Young Liu has said CPO switch shipment volumes will reach 10,000 units this year, with 2027 shipments multiplying several times over.

Taiwan’s FOCI and ShunSin have secured key niches in the supply chain, with FOCI’s expertise in Fiber Array Units (FAU) and ShunSin’s advanced packaging mass production prowess, media say, calling them key winners further down the supply chain. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $Oracle(ORCL.US) $Coreweave(CRWV.US)

Source: Dan Nystedt