Nvidia and SPIL plan to expand optical engine capacity in Taiwan
Photo: Crypto Briefing
The move would deepen Nvidia's reliance on Taiwan's packaging ecosystem as its co-packaged optics switches scale up for AI data centers The planned expansion centers on optical engines, the components that turn electrical signals into light so data can travel between chips and switches. This sits within Nvidia’s broader co-packaged optics (CPO) push. CPO places optical engines directly onto switch silicon rather than relying on separate, pluggable optical transceivers. TSMC is also part of the picture. It handles silicon photonics fabrication through its COUPE platform, giving Nvidia two major Taiwanese partners covering different stages of production.
Source: Crypto Briefing
