StatementDog | AI & Tech Supply Chains(@statementdog):Analyst @Andrewhclu expects demand for M8/M9-grade laminate to remain strong through H2 2028 as shipments of 224G pluggable optics ramp and large AI clusters expand. Co-packaged optics could eventually let some AI boards use M4-grade laminate instead. By converting electrical signals to light next to the main chip, CPO shortens the copper signal path on the PCB and could reduce the need for ultra-low-loss materials. Lu sees late 2028 to 2029 as the period when CPO could have a larger impact on M8/M9 demand.

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StatementDog | AI & Tech Supply Chains@statementdog

2026.09.21 09:31

Analyst @Andrewhclu expects demand for M8/M9-grade laminate to remain strong through H2 2028 as shipments of 224G pluggable optics ramp and large AI clusters expand. Co-packaged optics could eventually let some AI boards use M4-grade laminate instead. By converting electrical signals to light next to the main chip, CPO shortens the copper signal path on the PCB and could reduce the need for ultra-low-loss materials. Lu sees late 2028 to 2029 as the period when CPO could have a larger impact on M8/M9 demand.