Source item
Open original source ↗$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.
Quoted context
These are the quoted author’s words.
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.
aleabitoreddit ↗