亚太科技：AI 供应链 CPO 与 ASIC 动态更新Asia Technology-AI Supply Chain CPO and ASIC Dynamic Update

March 3, 2026 10:49 AM GMT Asia Technology | Asia Pacific M Idea AI Supply Chain: CPO and ASIC Dynamic Update We see customers aggressively developing scale-up and scale- out CPO, with Asia semis names including TSMC, ASE, KYEC, FOCI, AllRing, and TFC helping realize these goals. We remain optimistic about CPO, although it is still very early. 2026 marks the beginning of CPO development: We published a CPO deep-dive in January 2026 (see report) highlighting that we might see scale-out and scale-up developme ...