Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel's Trojan Horse into the foundry business!
1) how broad is CPO adoption as of today? say in Amazon's or Google's datacenter; 2) curious where is Intel manufacturing this? spread around the globe or say Hillsboro ? 3) how does this work, Intel packages this for client A, switch core comes from vendor B, optics from vendor C, (I guess A maybe same as C)?; are they fully booked (capacity)?
Cool stuff, good context for what is coming! Thanks for writing.
1) how broad is CPO adoption as of today? say in Amazon's or Google's datacenter; 2) curious where is Intel manufacturing this? spread around the globe or say Hillsboro ? 3) how does this work, Intel packages this for client A, switch core comes from vendor B, optics from vendor C, (I guess A maybe same as C)?; are they fully booked (capacity)?