Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
가입 June 2009
1.2K 팔로잉 중 56.3K 팬
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#
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