# CPO Can Cut Link Power 70%, But TSMC Yields Hit 60-65%

- slug: cpo-can-cut-link-power-70-but-tsmc-yields-hit-60-65
- date: 2026-04-07
- category: Space & Aerospace

Nvidia has a $1 trillion backlog and a CPO roadmap for 2028. The chip that makes it possible is yielding 60-65% — meaning 35-40% of every wafer is scrap. The power wall is real. The fix is real. The manufacturing is not proven yet.

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