TrendForce's latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners. Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics (CPO) into the mass production phase. The supply capacity of key components, including optical engines, silicon photonics chips, and advanced packaging, is expected to become the primary factor determining the pace of future production expansion. TrendFor...

The rapid expansion of AI data centers and the intensifying race for AI computing power are accelerating the transition toward transmission speeds above 1.6 Tbps, according to TrendForce’s latest research. Major players such as NVIDIA, Google, and Meta are securing a stable supply by strategically locking in production capacity from electro-absorption modulated laser (EML) and continuous-wave distributed feedback laser diode (CW-DFB LD) suppliers. This has prompted suppliers to aggressively expand capacity in response to customer demand, doubling the comb...

Broadcom Inc., a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced the BCM68850, the industry’s first 50G ITU-PON home gateway SoC featuring an integrated neural processing unit (NPU) and native Wi-Fi 8 compatibility. This launch completes the industry’s most advanced wireless broadband portfolio, pairing 50G PON with a durable Wi-Fi 8 foundation established across four successive waves of market-leading innovation. This milestone underscores Broadcom’s commitment to...