Strategic analysis of the Co-Packaged Optics (CPO) market, tracking the 2026 inflection point for 1. Explores value migration, supply chain bottlenecks, and thermal management architectures driving AI infrastructure scalability. Even as SerDes speeds increase, copper-based links struggle to deliver the required bandwidth per watt, once equalization and retiming overheads are factored in. Third, distance itself has become a problem: latency, energy per bit, and signal integrity degrade sharply with electrical reach. These. Co-Packaged Optics (CPO) is an advanced optical interconnect architecture that integrates optical components—such as photonic integrated circuits (PICs) and lasers—directly alongside switching ASICs or processors within the same package., May 5, 2026 — GlobalFoundries (GF) has introduced an optical module solution for co-packaged optics (CPO). According to the company, the Silicon photonics Co-packaged Advanced Light Engine (SCALE) solution is the industry's first Optical Compute Interconnect Multi-Source Agreement (OCI. The "Co-Packaged Optics Module (CPO) Market Research Report" provides an in-depth and up-to-date analysis of the sector, covering key metrics, market dynamics, growth drivers, production elements, and details about the leading Co-Packaged Optics Module (CPO) manufacturers.