Dan Nystedt(@dnystedt):TSMC could create a new “Moore’s Law for CPO,” doubling bandwidth every two years as it accelerates the rollout of co-packaged optics (CPO) to meet the soaring bandwidth requirements of AI data centers, according to a media report. TSMC will focus on three areas to scale CPO: • Per-lane speed: Increase single-channel speeds from 200G today to 400G and beyond • Optical channel density: Expand channel counts from 16 today to 32, then 64 and beyond • WDM (wavelength-division multiplexing): Enable each optical fiber to carry more wavelengths simultaneously The report forecasts that doubling bandwidth every two years could take CPO bandwidth from a 3.2T baseline today to around 410T by 2040

2026.09.14 01:46

TSMC could create a new “Moore’s Law for CPO,” doubling bandwidth every two years as it accelerates the rollout of co-packaged optics (CPO) to meet the soaring bandwidth requirements of AI data centers, according to a media report. TSMC will focus on three areas to scale CPO: • Per-lane speed: Increase single-channel speeds from 200G today to 400G and beyond • Optical channel density: Expand channel counts from 16 today to 32, then 64 and beyond • WDM (wavelength-division multiplexing): Enable each optical fiber to carry more wavelengths simultaneously The report forecasts that doubling bandwidth every two years could take CPO bandwidth from a 3.2T baseline today to around 410T by 2040 – 128x higher. $TSM