Silicon Photonics / CPO: AI Supply Chain Stocks & Analysis
+6.56%Silicon photonics and co-packaged optics move data between chips and racks using light instead of copper, at bandwidth copper can't match once port speeds cross a certain threshold. This is an earlier-stage segment than optical modules, still transitioning from lab demonstrations to shipping product, but it's the technology most AI-infrastructure roadmaps assume takes over as rack-scale interconnect demand keeps compounding.