Huawei's NPO Deployment Seen as a Catch-Up Leap
bookwormengr · x · 2026-07-14
This post argues that NPO is a "leading" direction for Huawei/China in semiconductor optical links, mirroring their previous catch-up and surpassing trajectory in EVs and renewable energy.
The author emphasizes:
- Western AI semiconductor companies are just beginning to recognize NPO's potential
- Huawei is already deploying the technology at a much larger scale
- Their Substack article further outlines this path
The quoted content also mentions:
- Post-2027, NPO could see its next growth wave as DSPs are removed
- NVIDIA and top cloud vendors are reportedly evaluating NPO deployments
- 2028 NPO optical engines are projected to reach 38 million units, representing a multi-billion dollar TIA/driver TAM
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