Lumentum management reaffirmed its CPO scale-up timeline at a Mizuho conference, with init
Lumentum management reaffirmed its CPO scale-up timeline at a Mizuho conference, with initial shipments in H2 2027 and volume ramp in 2028. Nvidia's SVP also confirmed no delays to its own CPO mass production in H2 2026. Both companies expressed high confidence in the total addressable market.
“$LITE Management Speech from Mizuho Technology at today’s conference. The company expects to start shipping CPO scale up optical products in the second half of 2027. With formal ramp up in 2028. No delays, as this aligns with previous timelines shared. So today, we also got confirmation from $NVDA SVP no delays on CPO scale out timelines H2 2026, and they’re beginning mass production. And $LITE management also stated no delays on CPO scale up timeline. The leading companies in Nvidia and Lumentum probably know their own timelines the better than incorrect analyst reports telling them no. And both are incredibly bullish on TAM and opportunities.”Original post：X / @aleabitoreddit ↗