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“10 Tbps/mm clearly needs DWDM, or I guess a big array of VCSELs”
@jwt0625 · outside five sigma
The UCIe Advanced 10 Tbps/mm optical density requirement cannot be met by current CPO tech, forcing a DWDM or VCSEL array breakthrough that benefits pure-play optical component makers like Lumentum.
LITELONG@ $864.14
$724.82-16.12%
since call Jun 19
peak +1.0%
“the world of advanced packaging is getting crazier and crazier and I am here for it, and we are still so early”
@jwt0625 · outside five sigma
AI package complexity demands >10 reticle panel interposers and 240mm² substrates that only TSMC can manufacture at scale.
TSMLONG@ $451.53
$396.27-12.24%
since call Jun 19
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