Largan targets CPO multilayer stacking with first FAU pilot line

Largan’s move into fiber array units (FAUs) with its first pilot line signals a strategic pivot from consumer optics to co-packaged optics (CPO) core components. This disrupts the silicon photonics stack: upstream laser and modulator suppliers must realign coupling interfaces, while downstream AI chipmakers may accelerate adoption of multilayer-stacked FAUs to overcome bandwidth bottlenecks. Compliance risks loom—if U.S.-China export controls expand to advanced packaging materials, Largan’s Taiwan, China-based production could face higher redundancy costs. Rivals like Coherent and Sunny Optical in Hong Kong, China will likely respond with vertical integration or aggressive pricing. Within 18 months, if Largan secures design wins with NVIDIA or AMD and achieves yield breakthroughs, it could dominate this critical yet overlooked optical interconnect node, reshaping Asia’s photonics manufacturing hierarchy.