co-packaged-optics

Credo Technology pays $750M cash plus stock for Israeli silicon photonics firm DustPhotonics, targeting $500M in combined optical revenue by fiscal 2027.

TSMC's Compact Universal Photonic Engine enters volume production in 2026, with NVIDIA's Spectrum-X Photonics switches and AMD's new $280 million R&D hub positioning optical interconnects as the successor to copper wiring in AI infrastructure.

OFC 2026 drew 18,000 attendees as ST entered high-volume silicon photonics production, Lumentum showed VCSEL co-packaged optics, Coherent demoed a 6.4T CPO engine, and startups began sampling 3.2T photonic chips.