行业消息人士指出，共封装光学（CPO）的扩展化进度比预期提前，鸿海（Foxconn）已提前向英伟达（NVDA）出货部件和光开关；LITE预计在2027年下半年开始出货Scale-U
行业消息人士指出，共封装光学（CPO）的扩展化进度比预期提前，鸿海（Foxconn）已提前向英伟达（NVDA）出货部件和光开关；LITE预计在2027年下半年开始出货Scale-Up光产品，并于2028年正式量产。NVDA网络业务高级副总裁确认CPO将在今年下半年启动扩展。作者对比了分析师关于美光（MU）将失去HBM4在Rubin中份额的质疑报告——该报告导致股价下跌，但MU随后否认，股价随之大涨。作者认为该回调提供了买入机会。
“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.”原帖：X / @aleabitoreddit ↗