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Research institutions: Delay in mass production progress of 800V DC and CPO, optical module sector under pressure
The report points out that the shipment time for NVIDIA's planned large-scale adoption of the 800V DC power architecture has been pushed back to 2028, instead of the previous market expectation.
Meanwhile, the 2027 CPO shipment scale is expected to be below market expectations, with mass production possibly delayed until 2028 or 2029, mainly due to yield issues with optical engine connections, ASIC integration difficulties, and cost factors.
SemiAnalysis believes that the 400V DC solution will still begin volume production as planned in 2026, and some NPO projects may accelerate.
However, supply chains for power supplies, switches, and optical modules relying on new platforms like Rubin Ultra and Kyber will face delays.
The report maintains a relatively positive outlook on Amphenol, Vertiv, and Legrand, while adopting a more cautious stance on companies like Lumentum, Himax, Navitas, and Wolfspeed. (Source: ODaily)