[Taiwan Information] NVIDIA's CPO Switch Mass Production Begins – Optical Communication Shift Benefits Taiwanese Suppliers <Wise Machine Industry Journal May 1st Week 2026 Issue Published>

Wise Consulting Group (Headquarters: Taipei, Republic of China; Representative Director: Yasushi Yoshimoto) has published the May 1st Week 2026 issue of 'Wise Machine Industry Journal,' a specialized Japanese-language magazine for the Taiwanese machine industry. Wise Machine Industry Journal Issue No. 0650 This issue features the outlook for increased orders for Taiwanese suppliers related to optical communication (CPO) following the start of mass production of NVIDIA's next-generation network switches for AI data centers. It also provides a detailed report on examples of Taiwanese machine tool manufacturers who, by capitalizing on periods of sluggish demand, have introduced AI-powered production forecasting and quality inspection systems to secure high-end orders for aerospace and semiconductor sectors. Furthermore, it analyzes and provides diverse perspectives on the structural transformation and latest business opportunities in Taiwan's manufacturing industry, including the trends of KoJem International, which has achieved reconstruction and business transformation by developing CMP components for TSMC and entering the Low Earth Orbit (LEO) satellite business, as well as an analysis of machine tool import/export data for Q1 2026 (exports up 1.2%). [Topic 1] NVIDIA's CPO Switch Mass Production Begins – Optical Communication Shift Benefits Taiwanese Suppliers U.S. NVIDIA has commenced mass production of 'Spectrum-X,' a network switch utilizing optical communication technology for AI data centers. As the long-term trend inevitably shifts towards optical communication, which achieves high bandwidth and low latency, an increase in orders is anticipated for Taiwanese suppliers with strengths in core CPO components, such as Broadwave Technology, which handles shuffle boxes, and FOCI, which supplies FAU (Fiber Array Units). [Topic 2] Taiwanese Machine Tool Manufacturers Explore High-End Demand with AI Utilization In response to global demand sluggishness, Taiwanese machine tool companies are promoting high-value-added products utilizing AI technology. Dongtai Machine & Tool's production volume forecasting AI and Gaofeng Machinery's introduction of an assembly quality inspection AI system have achieved remarkable results, such as significant extensions of warranty periods and securing high-precision parts orders from North America and the aerospace sector. [Topic 3] KoJem International Accelerates Growth with Semiconductor CMP Components and Low Earth Orbit Satellites KoJem International, a semiconductor equipment component manufacturer, independently developed a CMP retainer ring made of high-purity plastic material and secured orders for TSMC's advanced processes. Furthermore, it acquired a struggling valve manufacturer and reconstructed it for semiconductor applications, and also entered the aluminum alloy structural components business for Low Earth Orbit (LEO) satellite communication, planning to raise the sales ratio from new markets to 40%. [Topic 4] Taiwan Machine Tool Exports in Q1 2026 Up 1.2% Year-on-Year Taiwan's machine tool exports for January-March 2026 amounted to US$457 million, showing a slight increase of 1.2% year-on-year. While exports to China, the top destination, were robust with a 6.3% increase, exports to Japan saw a significant decrease of 22.1%. Additionally, machine tool component exports are progressing smoothly, up 11.9% to US$375 million, with 'ball and roller type linear sliders' particularly leading the growth with a 15.1% increase. https://www.ys-consulting.com.tw/research/128262.html https://www.ys-consulting.com.tw/research/l/86/213/ 1. Ability to collect information on Taiwan in Japanese This is a Japanese-language information magazine specializing in the machine industry. 2. Full of information on individual fields It is packed with information on semiconductor equipment, electronic materials/components, machine tools, mechanical equipment, machine control devices, hand tools, power tools, screws/nuts/rivets, fasteners, molds, automobiles, aerospace, automation/robotics, renewable energy, and more. 3. Provides diverse information Covers industry trends, company movements, statistical data, and legal revisions. 4. Easy-to-read layout Provided in an easy-to-read PDF format with abundant photos and charts, designed for PC viewing. 5. Article database search You can freely search past articles from the article database on the website. ●Application for 2-week free trial Please select 'Machine Industry Journal' from the inquiry types. https://www.ys-consulting.com.tw/contact/ [Company Profile] Company Name: Wise Consulting Group Location: 8F, No. 9, Xiangyang Rd., Taipei, Republic of China Representative: Yasushi Yoshimoto Established: November 1996 URL: https://www.ys-consulting.com.tw/ Business Activities: ・Management Consulting