The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.
NVIDIA and Broadcom both started deploying CPO in switch p

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to DIGITIMES’ special report, Accelerating enterprise AI: Hardware advancements and compute architecture transformation, the industry is moving beyond the initial buildout of training capacity and into a stage defined by large-scale deployment—where inference workloads are emerging as the primary driver of compute growth.

Samsung Electronics has reportedly become the first company in the world to develop a single-digit nanometer-class 10a DRAM working die, using the prototype to fine-tune process conditions to rapidly improve yield.

Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.

As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration of terrestrial and non-terrestrial networks. That shift is driving sharp demand for high-frequency technologies and the testing infrastructure required to validate them.

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing power accelerates.