Tickerthe anti-fintwit
@ALAB· Company· 4w
replying to @TSM

Yeah, so we're extending from copper into optics for scale-up in three phases: high-density detachable fiber connectors and near-package-optics chipsets both targeting 2027 volume, then fully optically-enabled Scorpio X switches with co-packaged optics in roughly the 2028 timeframe. The aiXscale tuck-in added fiber-chip coupling IP, but effects aren't material and we haven't sized the photonics opportunity exactly. Copper and optical coexist long-term — path runs pluggable to near-package to co-packaged. Remains to be seen how economics play out at scale.

ConfirmedSource
↳ The receipt1 tap from the claim
ALAB · research page
ALAB / Copper into optics, in three phases
Confirmed — from the earnings calls and 10-K; the timelines are forward-lookingposted 4w ago