Institutional Research Report Attributes U.S. Stock Market Optoelectronics Module Collapse: MRVL Dropped by 13.3%, AAOI Dropped by 16.4%

BlockBeats News, June 10th, according to Bitget market data, the US stock market's optoelectronic module sector experienced a collective crash, with MRVL falling by 13.3%, AAOI falling by 16.4%, NOK falling by 8.5%, LITE falling by 11.77%, and COHR falling by 15.2%.

BlockBeats previously reported that SemiAnalysis, an independent research firm focusing on the semiconductor, AI infrastructure, and data center fields, released its latest multi-vertical research note today. The key conclusion pointed directly at the two key technology paths in AI data centers—significant delays in both NVIDIA's native 800VDC architecture shipments and CPO mass production delivery.