Semiconductor Industry Insider: CPO Mass Production Not Delayed, Bottleneck Is Upstream Indium Phosphide Laser Chip

BlockBeats News, June 23rd, according to 21 Finance, a source close to NVIDIA stated that there is no CPO mass production delay in the industry. The significant market divergence may have confused the two entirely different timelines of "small-scale validation introduction" and "industry-wide adoption." The truth is much more complex than a simple bullish or bearish view.

Several industry insiders have indicated that the real bottleneck for CPO and even the entire high-speed optical communication product lies in the upstream Indium Phosphide laser chip. The construction of the optical chip production line, coupled with the extended timeline for customer validation, has made it the weakest link in the current capacity expansion.

In the long term, CPO is still the ultimate solution for large-scale model training clusters; in the short term, NPO, LPO, traditional pluggable optical modules, or a multi-channel parallel structure will be established to share the computing power demand for ultra-high bandwidth. The intense computing power bandwidth competition will not cool down, but the landing of high-speed optical interconnection technology is destined to be a slow-moving situation of upstream capacity-first deployment and phased iteration.