An AI computing power revolution is imminent.
Recently, at the 2025 Optical Expo, a brand new and disruptive CPC technology made a stunning debut. It is no exaggeration to say that the emergence of this technology will completely replace CPO and PCB, becoming the most sought-after investment target in the market.
If you missed the new ease in the optical module field and Victory Technology in PCB, then you absolutely cannot miss this leading CPC company.
Moreover, it is worth mentioning that many leading speculative funds have heavily invested, with a total purchase reaching 1.1 billion yuan, making this a rare opportunity.
So what is the charm of CPC technology?
In simple terms, with each generation of AI chips, the transmission rate doubles, while traditional PCB materials face serious signal loss issues.
CPC technology successfully eliminates the drawbacks of PCB wiring by directly using high-performance, lower-cost copper cables.
In China, three companies are deeply engaged in the CPO technology field, which we should pay close attention to.
Third: Tianfu Communication
As a “one-stop” supplier in the optical device field, the company has successfully developed a series of high-performance optical devices compatible with CPO, providing a full-process solution from chip packaging to module integration, thanks to its excellent manufacturing technology and strong R&D capabilities. Its “laser chip integrated high-speed optical engine” project has completed laboratory validation, capable of integrating core components such as lasers and modulators into a single package, significantly reducing the assembly complexity and cost of CPO modules, with product performance and stability reaching industry-leading levels. With these high-quality products, Tianfu Communication has established long-term stable partnerships with leading optical module companies such as Zhongji Xuchuang and New Ease, deeply embedding itself in the CPO supply chain.
Second: Guangxun Technology
As a state-owned enterprise in the optical communication industry chain, Guangxun Technology has a deep technical foundation and is the only company in China capable of self-producing high-end optical chips at 10G and above, successfully breaking the long-standing monopoly of foreign manufacturers in the high-speed optical chip field.
In CPO technology R&D, Guangxun Technology focuses on optoelectronic co-packaging integration technology, having completed chip-level packaging sample testing at 25G/50G rates, and is fully promoting the vertical integration of “chip-device-module-subsystem”.
First:*****【Company Name】Click to unlock! (Research Report)
It is currently one of the few companies globally capable of mass production, with a very high technical threshold. According to research information, the company’s CPC solution adopts a 224G PAM4 rate and has entered small-batch production, and is currently undergoing testing and certification with NVIDIA.
Compared to competitors whose overall solution prices reach up to $200,000, this company has a significant advantage in cost control.
In addition, the company has also been deeply involved in the R&D design and assembly of customer liquid-cooled servers, with related products already achieving mass delivery.
For emerging industries such as humanoid robots, the company also possesses mature capabilities and a solid commercial foundation.
The heavy investment from leading speculative funds has further boosted the confidence of this company, with Beijing Bang investing 560 million yuan, Fang Xinxia investing 327 million yuan, and Little Crocodile investing 200 million yuan, totaling 1.1 billion yuan.
*****【Company Name】Click to unlock! (Research Report)
Risk Warning: Any opinions or data mentioned in this article are sourced from the internet for reference only and do not constitute any investment advice, commitment, or guidance. Investment carries risks, and one should be cautious when entering the market.