Largan samples CPO product in July 2026, eyes GC edge

Largan’s move into co-packaged optics (CPO) is a strategic necessity driven by silicon photonics integration, not opportunism. Its July 2026 FA sampling directly pressures upstream glass substrate suppliers and downstream AI chip assemblers to align on tighter tolerances—especially as Corning’s Glass Core faces persistent CTE mismatch issues. Leveraging two decades of micro-optics expertise, Largan can undercut rivals on insertion loss, positioning itself as a GC platform enabler. Yet U.S. export controls on advanced packaging tools pose real supply chain risk if its FA line relies on American laser writers or metrology systems. With Coherent and II-VI consolidating rapidly, Largan must qualify domestic alternatives by mid-2027. Over the next 18 months, CPO yield rates will dictate optical interconnect economics in AI servers; securing design wins with NVIDIA or Broadcom could transform Largan from a lens vendor into a critical photonics integrator.