LIWEI_TW Capital(@LIWEI_TWCapital):14-min MUST-WATCH for photonics investors: • Pluggable optical modules = today’s dominant tech converting electricity ↔ light in AI data centers • Core structure: optical + electrical signal zones (DSP chip is key) + 4 laser routes (DML, CW, EML, Silicon Photonics) • CPO (Co-Packaged Optics) = next evolution: integrates optical engine directly onto the switch ASIC on the same substrate • Key relation: Traditional modules risk overcapacity. CPO will reshape the whole industry — it’s no longer a choice, it’s inevitable! If you’re interested in photonics & CPO, this is essential viewing 🔥 English subtitle

2026.05.20 12:05

14-min MUST-WATCH for photonics investors: • Pluggable optical modules = today’s dominant tech converting electricity ↔ light in AI data centers • Core structure: optical + electrical signal zones (DSP chip is key) + 4 laser routes (DML, CW, EML, Silicon Photonics) • CPO (Co-Packaged Optics) = next evolution: integrates optical engine directly onto the switch ASIC on the same substrate • Key relation: Traditional modules risk overcapacity. CPO will reshape the whole industry — it’s no longer a choice, it’s inevitable! If you’re interested in photonics & CPO, this is essential viewing 🔥 English subtitle