Serenity@aleabitoredditPost2026-06-10

Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optic

Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optical switches shipping early to NVDA, while LITE expects Scale-Up optical product shipments in H2 2027 and volume ramp in 2028. NVDA networking SVP confirms CPO ramp in H2 this year. The author contrasts these with a questionable analyst report on MU missing HBM4 for Rubin, which MU later refuted, leading to a triple-digit return. The author sees a buying opportunity in the dip caused by that report.

“CPO scale out earlier than expected: > Foxconn: est. units register upward and optical switches shipped early to $NVDA CPO scale up timelines from $LITE Mizuho Technology Conference today: “The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028” SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications. I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028) Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff) Where micron went out shortly later to into enter mass production. (Triple digit return shortly after) I think people going long on temporary bridge architectures from this incorrect report won’t be too happy. Appreciate the buying opportunity though.”