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“White-Haired Stock God”: Believes companies will accelerate the large-scale rollout of CPO, with Scale-Out possibly accelerating volume growth in the second half of this year.

MarsBitNews
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Mars Finance News: On June 10, “White-haired Stock God” Serenity said that CPO (Co-packaged Optics) mass-production progress may be ahead of some market expectations. Foxconn stated that the estimated number of product registrations has been raised, and that optical switches for NVIDIA have been shipped ahead of schedule. At the same time, Lumentum Holdings, at the Mizuho Technology Conference, predicted that Scale-Up optical products will begin shipping in the second half of 2027, and will enter the official mass-production/volume phase in 2028. Previously, NVIDIA’s network business executives also said that the company will kick off the large-scale rollout of CPO in the second half of this year, with no signs of delay. Serenity believes that, compared with some institutions’ views that CPO progress is slowing, it is more inclined to believe the industry-chain companies’ continuously reaffirmed accelerated mass-production timelines—namely, that Scale-Out CPO will gradually ramp up from the second half of this year, Scale-Up CPO will start in the second half of 2027, and will enter its main growth phase in 2028.
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