Lates News

"Baimao Gushen" Serenity posted that the production progress of CPO (co-packaged optics) may be earlier than some market expectations. Foxconn stated that the estimated registration quantity of related products has been raised and the optical switch for NVIDIA has been shipped ahead of schedule. Meanwhile, Lumentum Holdings predicted at the Mizuho Technology Conference that scale-up optical products will begin shipping in the second half of 2027 and enter the formal volume stage in 2028. Prior to this, an NVIDIA network business executive also stated that there are no signs of delay in the company's scaling up of CPO in the second half of this year. Serenity believes that compared to some institutions' views on the slowing progress of CPO, she is more inclined to believe in the accelerated mass production timetable continuously reaffirmed by industry chain companies, where Scale-Out CPO will gradually increase volume starting from the second half of this year, and Scale-Up CPO will start in the second half of 2027 and enter the main growth stage in 2028.