At this Computex, optics was no longer a supporting act. From NVIDIA's Photonics CPO to Taiwanese silicon photonics optical engines and liquid-cooled racks, the whole supply chain showed up. Floor photos of the optics hidden inside the racks.

An exclusive 2026 map of the optical communications and CPO/silicon photonics supply chain — from EIC design and optoelectronic component manufacturing to optical modules and advanced packaging and test — covering NVIDIA, TSMC and other key suppliers alongside promising startups in the AI infrastructure investment matrix.