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[ChipTalk] AI Semiconductors Now Compete at the Speed of Light...Samsung and SK Join ...
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Fusion42 · 27 September 2026 · Fusion42 review
The competition in AI semiconductor technology is shifting to Co-Packaged Optics (CPO), which uses light for faster data transmission and lower power consumption. Major players like Samsung and SK hynix are entering the CPO race, aiming for commercialization by 2027-2028 despite ongoing challenges in yield management and maintenance.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
AI chip builders now face pressure to integrate optical data links, not just boost processor speed. You need to rethink your hardware partnerships and consider silicon photonics to stay relevant as the AI data centre market pivots.
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1 source · 26 Sep 2026
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