India, July 28 -- TrendForce's latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners.

Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics (CPO) into the mass production phase.

The supply capacity of key components, including optical engines, silicon photonics chips, and advanced packaging, is expected to become the primary factor determining the pace of future production expansion.

TrendForce notes that the Spectrum-X CPO switch-jointly developed by NVIDIA and TSMC-utilizes TSMC's COUPE advanced packaging technology and delivers up to 400 Tb/s of switc...