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“The biggest winners are NVIDIA and TSMC”
@au_xbt · AU🧲
TSMC fabricates and packages ASICs and optical engines for CPO switches, capturing a substantial share of the ~$44.4k combined component value per unit.
TSMLONG@ $451.61
$396.16-12.28%
since call Jun 19
“The biggest winners are NVIDIA and TSMC”
@au_xbt · AU🧲
NVIDIA captures the largest single share of CPO switch BoM via ASICs and optical engine design as AI data centers scale CPO adoption.
NVDALONG@ $206.57
$199.74-3.31%
since call Jun 19
peak +2.2%
“Corning $glw is the clear leader on the optical side. Corning's share of the optical BoM is exceptionally high at roughly 15.9k out of 75.8k, or about 21%”
@au_xbt · AU🧲
Corning owns ~21% of CPO switch optical BoM, making it the dominant optical winner as AI data centers scale up.
GLWLONG@ $194.91
$139.75-28.30%
since call Jun 19
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