South Korea risks 'HBM 2.0' trap in emerging CPO market

DIGITIMESAugust 31, 2026en

Co-packaged optics (CPO) is emerging as a critical next-generation technology for AI infrastructure, but unless South Korea strengthens its integration and validation capabilities, it risks being left with component-level capabilities while overseas players retain control of platforms and higher-value parts of the ecosystem.

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