PCB industry information

Largan Invests NT$3.08 Billion in Taichung Land Purchase to Ramp Up New CPO Business

 

Source:TPCA Updated Time:2026/08/26

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Optical lens giant Largan Precision announced on August 25 that it acquired a land parcel in the Nantun District of Taichung for NT$3.08 billion. This marks Largan’s fourth land acquisition this year and its largest in terms of area, underscoring the company’s accelerated expansion efforts to support its new Co-Packaged Optics (CPO) business. According to the announcement, the deal encompasses approximately 6,292.14 ping (approx. 20,799 sq. meters) of land and 7,054.01 ping of building space from Kehong Industry. The stated purpose of the acquisition is to meet future capacity expansion needs, with the site located close to Largan’s operational headquarters in Nantun District.

Recent market rumors suggest that Largan, leveraging its automation expertise, is expanding from components such as Fiber Arrays (FA) and Prism-Integrated Micro-Lens Arrays (PMLA) into downstream Fiber Array Units (FAU). Mass production is expected as early as the second half of next year, positioning Largan alongside Fiberopia and TFC Optical Communication—one of China’s optical module giants—in Nvidia’s supply chain. Industry speculation indicates that, based on Nvidia’s revealed AI chip roadmap, Largan stands a chance to supply components for Nvidia’s next-generation AI platform, Rubin Ultra.

Largan declined to comment on market rumors, reiterating that its current focus remains on FA development. According to earlier statements by Largan Chairman En-Ping Lin, trial production lines are expected to be set up by the end of the third quarter this year, with mass production and revenue contributions occurring by mid-next year at the earliest.

Key CPO components include FA and MLA, which together form FAUs. Sources reveal that in the CPO segment, Largan has been integrated into TSMC’s COUPE ecosystem to supply FAU products. Entering FAU module manufacturing imposes strict structural load requirements on production lines: material handling must remain extremely stable and vibration-free, pushing precision challenges into the micrometer (μm) and nanometer regimes. Although Largan’s existing facilities already possess a lower vibration coefficient than competitors, providing an edge, its production layout still requires comprehensive redesigning.

Furthermore, Largan’s existing smartphone lens production lines are running at full capacity, and the new CPO equipment cannot be fully shared with mobile lens operations. With current facility space maxed out, Largan has aggressively accelerated its land acquisition strategy in a race against time. Industry insiders noted that Largan’s three land purchases in Taichung over the past month alone totaled NT$2.568 billion before this latest transaction. This rapid expansion is likely driven by client pressure to accelerate mass production timelines, signaling that Largan’s strategy to capture AI market opportunities is yielding tangible results. (Source: Economic Daily News)

 

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