BlockBeats News, June 10th - The "White-Haired Stock God" Serenity posted today, stating that the management of Lumentum (LITE) announced at the Susquehanna Technology Conference that the company expects to begin shipping CPO scale-up (vertical expansion) optical products in the second half of 2027 and ramp up production in 2028. This timeline is not delayed and is consistent with the previously disclosed schedule. Today, Nvidia (NVDA) Senior Vice President also confirmed that the CPO scale-out (horizontal expansion) timeline is not delayed and remains in the second half of 2026, with production already underway.

Serenity stated that the Lumentum management also confirmed that the CPO scale-up timeline is not delayed. Nvidia and Lumentum, as leading companies in the industry, may have a better understanding of their own pace compared to erroneous analyst reports claiming timeline delays, and both companies are very optimistic about the potential market size and opportunity.

Previously, a report from the independent research firm SemiAnalysis, focusing on the semiconductor, AI infrastructure, and data center fields, stated that the production and delivery pace of CPO (Co-Packaged Optics) is slowing down. The expected CPO shipment volume in 2027 is significantly lower than previous aggressive market forecasts, and the timeline for scaled production may be delayed to 2028 or even 2029. The shipment volume of Scale-out CPO switches faces downside risks, mainly due to challenges in optical engine interconnect yield, ASIC integration complexity, and overall cost-effectiveness. Currently, the optimistic scenario has an optical engine interconnect yield of about 95%, but the output driven by a single ASIC is still very limited.