Himax is mentioned as a company that will be discussed on Saturday, indicating it plays a role in the CPO ecosystem.
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A Stock a Day Until I Can Quit My Job: Day 83
Sep 11, 2025
This reel discusses the evolving landscape of co-packaged optics (CPO) in the semiconductor industry, focusing on the challenges and opportunities for companies like Nvidia, AMD, Intel, and emerging players like Ayar Labs and POET Technologies. It highlights the trade-offs between adopting industry standards and developing proprietary solutions.
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POET Technologies provides core optical components for chiplets but does not currently offer complete chiplets, positioning them as a component supplier rather than a direct competitor in the full CPO solution space.
Intel is mentioned as an investor in Ayar Labs and is involved in CPO standards.
AMD is listed as an investor in Ayar Labs, showing its interest in the CPO space.
Nvidia is mentioned as a partner with Ayar Labs on chiplets, indicating its involvement in the CPO ecosystem.
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