Source

@aleabitoreddit lays out the CPO (Co-Packaged Optics) supply chain as the next architecture inflection in optical networking, distinct from prior 800g pluggable optics. Quoted growth: 142% CAGR 2026-2030 (excl. ELS), with scale-up CPO surpassing scale-out before 2030.

Supply chain map:

• Lasers — $SIVE (Sivers)
• Packaging — Shunsin (Taiwan, no US ticker)
• Yields — MSSCorps (Taiwan, no US ticker)
• Foundry — Win Semi / $TSEM (Tower)

Demand-side anchors: $NVDA + $AVGO drive the architecture (CPO co-packages optics with the GPU/switch ASIC at substrate level; eliminates pluggable optics modules).

The Sivers angle: no material exposure to legacy 800g pluggable optics — framed as a feature, not a bug. Bleeding-edge laser supplier for CPO architecture means setup-now / realize-later, with revenue contribution tracking NVDA/AVGO architecture rollout cadence.