CPO's bottleneck isn't the chip — it's how 1,152 fibers get into 1U. At ECOC 2026, Corning broke CPO reliability down line by line: under 40 FIT in total, with 38 FIT coming from the fiber array alone. It is the first time CPO's volume-production risk has been translated into operating numbers — and the answer points to coupling.

Largan has landed its first CPO order: fiber array samples ship this month, a pilot line follows by end-Q3, and volume could start by mid-2027. The real signal was the Glass Bridge answer: EC and GC will coexist, and Largan is betting on GC.