Nvidia's CPO rollout sparks Chinese optical‑comm market rally

Nvidia senior vice‑president Gilad Shainer announced that the company's co‑packaged optics (CPO) technology has entered mass production. He said the new optical‑communication modules will become the main growth engine for AI data‑center networks that need bandwidth ten times higher than current "scale‑out" architectures.

The news sent Taiwan's optical‑comm stocks soaring, with companies such as Lian‑Ya (3081) and Zhi‑Bang (2345) hitting limit‑up levels. Related firms in the broader supply chain, including fiber‑array and laser‑source makers, also posted strong gains.

In mainland China, the shift from copper to optical links is driving rapid expansion of the optical‑comm sector. Companies like Zhongji Xuchuang, New Easy Sheng and Tianfu Communications are seeing explosive revenue growth, which has propelled the China 5G ETF (code 00877) to near‑100% annual returns and outperformance of traditional mainland ETFs.