Nvidia and Broadcom Begin Small Shipments of CPO Switches; Yield and Packaging Capacity Key
Nvidia and Broadcom have started initial small-volume shipments of co-packaged optics (CPO) switches. The pace of shipments is constrained by optical engine yield rates and the availability of advanced packaging capacity, which are critical factors determining output levels.
Why this event matters
The event has a measured impact on 2 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 60/100 and 70% confidence over a short term horizon.
Technology · 10.1
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Short term
Network Equipment
- Direction
- positive
- Intensity
- 50
- Confidence
- 65%
- Horizon
- Short term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.