「White-Haired Stock God」: Believes the company will accelerate the large-scale promotion of the CPO, Scale-Out, or accelerate volume in the second half of this year

BlockBeats News, June 10th, "White-Haired Stock God" Serenity posted, stating that CPO (Co-Packaged Optics) mass production progress may be ahead of market expectations. Foxconn stated that the estimated registration number of related products has been increased, and the optoelectronic switch targeting NVIDIA has been shipped ahead of schedule. Meanwhile, Lumentum Holdings projected at the Mizuho Tech Conference that Scale-Up optical products will begin shipping in the second half of 2027 and ramp up in volume in 2028.

Previously, an NVIDIA networking executive also stated that the company will launch the scaled deployment of CPO in the second half of this year with no signs of delay.

Serenity believes that, compared to the views of some institutions that the CPO progress is slowing down, he is more inclined to believe in the continuously reiterated accelerated mass production timeline by industry chain companies, which means Scale-Out CPO will gradually ramp up from the second half of this year, while Scale-Up CPO will start in the second half of 2027 and experience its major growth phase in 2028.