Dan Nystedt(@dnystedt):Rumor: Taiwan’s Largan Precision is set to join Nvidia’s optical communications supply chain after completing end-to-end CPO (Co-Packaged Optics) module development, media report. -Mass Production: Expected 2nd-half 2027 (potential supply for Nvidia’s Rubin Ultra platform). -Components: FAs, MLAs, and integrated Fiber Array Units (FAUs). -Demand: Nvidia Spectrum-X shipments are projected at about 20,000 units this year, requiring 600,000–700,000 FAUs for onboard optical engines alone. $NVDA $TSM #Largan https://t.co/iTPwOcSMVQ

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Joined June 2009

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Dan Nystedt@dnystedt

2026.08.23 22:53

Rumor: Taiwan’s Largan Precision is set to join Nvidia’s optical communications supply chain after completing end-to-end CPO (Co-Packaged Optics) module development, media report. -Mass Production: Expected 2nd-half 2027 (potential supply for Nvidia’s Rubin Ultra platform). -Components: FAs, MLAs, and integrated Fiber Array Units (FAUs). -Demand: Nvidia Spectrum-X shipments are projected at about 20,000 units this year, requiring 600,000–700,000 FAUs for onboard optical engines alone. $NVDA $TSM #Largan#