• Woodside Capital Partners analysis flags a power wall in AI infrastructure, driving a shift from copper interconnects to silicon photonics and co-packaged optics.
• Silicon photonics device-level revenue forecast to rise to $15.5 billion by 2031 from $3.1 billion in 2026, a 38% CAGR.
• Optical module market projected to reach $201.0 billion, with CPO share forecast to expand to 56% of module revenue by 2031.
• Report points to intensifying M&A and investment to secure supply-chain control points, citing Marvell’s $3.54 billion Celestial AI deal.
• Strategic window seen open for consolidation across packaging, testing, and manufacturing capacity before the market matures.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Woodside Capital Partners published the original content used to generate this news brief on October 11, 2026, and is solely responsible for the information contained therein.