NVIDIA (NVDA) Rises on Reports of Upcoming Optical Switch Release

Jan 16, 2025

NVIDIA (NVDA, Financial) recently experienced a 2.6% increase in its stock price, reaching $139.86 during after-hours trading. According to reports from Taiwan's industry news, NVIDIA is set to launch a new Co-Packaged Optics (CPO) switch at the GTC conference in March 2025. The prototype production is progressing smoothly, with mass production expected to begin by August that year.

The new switch's internal ASIC chips are reported to be manufactured by TSMC, with several companies in the supply chain, including TSMC and Shuo-Chuan Optics, actively preparing for the launch. This development highlights NVIDIA's continued innovation in the optical networking field, potentially strengthening its position in the market.

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