In co-packaged optics designs, keeping the laser external and pluggable makes it easier to swap or repair a failed light source without touching the switch chip itself, at some cost to integration density compared with fully on-chip lasers.
Watch 2
Predictions & track record (1)
Awaiting gradingAAOI Is Losing Sales to Capacity, Not DemandScore around February 2027 by checking whether the end-2026 expansion target and 1.6T shipments appear in reported results