Saturday, January 3, 2026

A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (Dylan Patel/SemiAnalysis)

Dylan Patel / SemiAnalysis:
A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more  —  Scale-out and Scale-up CPO, CPO TCO and Power Budgets, DSP Transceivers vs LPO vs NPO vs CPO, TSMC COUPE, MZM vs MRM vs EAM Modulator Deep Dive …



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...