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Dongwu Electronics: CPO significantly upward revised
Nvidia officially releases CPO announcement, mentioning A-share industry chain targets Tenda Communication and Industrial Fulian. It is understood that TSMC Spectrum 6 CPO exchange chips have had a significant upward revision in 2027 production schedule, potentially leading to a market rally in June
Complete machine OEM: Industrial Fulian
Module packaging: Tenda Communication
Core equipment: Robotech
Optical lenses: Juguang Technology
FAU: Zhishang, Guangku
Connectors: Taichen Optoelectronics, Jepte