CPO tooling is now booked through mid-2027. Taiwan's motion-control and coupling suppliers are literally adding factory floors because optical components are moving onto the package itself.
Chieftek Precision, Kao Ming Iron, and TOYO Automation are all seeing order flow from Europe, the U.S., and Asia. Visibility extends into Q2 next year, with Singapore and Malaysia emerging as fresh accounts.
Chieftek has already shipped thousands of linear-motor sets to a leading CPO equipment maker. Now it's negotiating alignment modules with domestic and Western clients — initial orders around a thousand units, delivery slated for Q2 2027. New production lines at Shugu and Southern Taiwan Science Park come online in Q4 and ramp next year.
Kao Ming Iron is qualified at a top-10 optical brand and holds orders for 800G and 1.6T coupling-alignment modules. That's share shifting away from traditional U.S., European, and Japanese suppliers. Optical products represented 79% of first-half revenue. The company took over 60% of a Taichung optics and medical facility to more than double assembly capacity. Dongguan expansion follows after mid-2027.
TOYO is developing CPO optical-coupling tools with Japan's Suruga. Some customers pulled demand forward by six to twelve months. The order book looks solid into Q2 2027, and the company is in qualification with major OSATs. New plants are planned in Vietnam, India, and Mexico. Utilization climbed from 70% at year-end 2025 to 80% now.
The supply chain is responding to a structural shift: optics are no longer separate modules shipped to hyperscalers — they're being integrated at the package level, and that requires entirely new tooling, tighter tolerances, and local capacity.
Chieftek Precision, Kao Ming Iron, and TOYO Automation are all seeing order flow from Europe, the U.S., and Asia. Visibility extends into Q2 next year, with Singapore and Malaysia emerging as fresh accounts.
Chieftek has already shipped thousands of linear-motor sets to a leading CPO equipment maker. Now it's negotiating alignment modules with domestic and Western clients — initial orders around a thousand units, delivery slated for Q2 2027. New production lines at Shugu and Southern Taiwan Science Park come online in Q4 and ramp next year.
Kao Ming Iron is qualified at a top-10 optical brand and holds orders for 800G and 1.6T coupling-alignment modules. That's share shifting away from traditional U.S., European, and Japanese suppliers. Optical products represented 79% of first-half revenue. The company took over 60% of a Taichung optics and medical facility to more than double assembly capacity. Dongguan expansion follows after mid-2027.
TOYO is developing CPO optical-coupling tools with Japan's Suruga. Some customers pulled demand forward by six to twelve months. The order book looks solid into Q2 2027, and the company is in qualification with major OSATs. New plants are planned in Vietnam, India, and Mexico. Utilization climbed from 70% at year-end 2025 to 80% now.
The supply chain is responding to a structural shift: optics are no longer separate modules shipped to hyperscalers — they're being integrated at the package level, and that requires entirely new tooling, tighter tolerances, and local capacity.
