# co‑packaged optics
Latest news and articles about co‑packaged optics
Total: 3 articles found
Compute-Hardware Rally Lifts ChiNext While A‑Share Liquidity Sags
ChiNext rallied nearly 0.9% at mid‑day as compute‑hardware and storage‑chip stocks soared, even as the Shanghai Composite fell and market turnover shrank to RMB 1.24 trillion. The rally was narrow and tech‑led, highlighting a rotation into AI‑related infrastructure names amid low overall liquidity.
Nvidia’s GTC and a Cooling A‑share Rotation: Why China’s AI Hardware Rally Suddenly Stalled
Nvidia’s GTC set out an ambitious vision for AI infrastructure that validates long‑term demand for higher‑performance compute but also triggered profit taking and a sharp pullback among China’s recent market leaders. The sell‑off reflects a mixture of recalibrated expectations, quant‑driven trading and fresh supply‑side worries such as MLCC price hikes and extended memory tightness, leaving short‑term volatility high even as the structural AI opportunity remains intact.
Leyard Tests MicroLED Optical Modules with CAS as a Low‑Power Alternative for AI Data Links
Leyard has supplied MicroLED optical module prototypes to the Chinese Academy of Sciences as part of a research collaboration exploring low‑power co‑packaged optics for AI data links. The technology promises steep energy savings relative to copper but remains at an early, uncertain validation stage with significant manufacturing and integration challenges.