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BlockBeats News, June 17 — “Bai Mao Gu Shen” Serenity reposted Mizuho Securities’ latest research report and commented that the recent concentrated sell-off of CPO concept stocks is completely a foolish misjudgment by the market. The Mizuho research report points out that the market’s concerns about delays in the mass production of Co-Packaged Optics (CPO) and lagging deployment of 800V DC are unfounded; both technological paths are progressing as scheduled, with mass production still expected between 2028 and 2029. Driven by NVIDIA’s CPO switch (3.2T Spectrum-X), for which mass demand is expected in 2027, Mizuho simultaneously raised its shipment forecast for Optical Engines (OE). On the technical side, Mizuho believes that InP DFB lasers remain the long-term mainstream direction for CPO, naming $SIVE as a beneficiary; VCSEL and microLED technology have yet to be fully validated in short-distance and chip-to-chip connectivity scenarios above 1.6T within racks and are unlikely to become mainstream alternatives in the short term. For 800VDC data center deployment, incremental shipments are expected to begin in 2027, with penetration rates increasing further in 2028. The Senior Vice President of NVIDIA’s networking division also publicly denied any delay regarding the Spectrum-X Ethernet CPO switch, confirming that mass production and client deliveries will proceed as scheduled in the second half of 2026.

BlockBeats News, June 17th, The "White-Haired Stock God" Serenity retweeted the latest research report from Mizuho Securities and commented that the recent concentrated sell-off of CPO concept stocks was completely a foolish oversold market. The Mizuho research report pointed out that the market's concerns about the mass production delay of Co-Packaged Optics (CPO) and the lag in 800V DC deployment are unfounded. Both technological pathways are progressing as scheduled, and the mass production timeline is expected to be maintained between 2028 and 2029. Driven by the surge in demand for NVIDIA's CPO switch (3.2T Spectrum-X) in 2027, Mizuho has simultaneously raised its Optical Engine (OE) shipment forecast. In terms of technological direction, Mizuho believes that InP DFB lasers are still the long-term mainstream direction for CPO, specifically mentioning $SIVE as a related beneficiary. VCSEL and microLED have not been sufficiently validated in short-distance intra-rack and inter-chip interconnection scenarios above 1.6T in the short term, making it difficult to become mainstream alternatives. Regarding the deployment of 800VDC data centers, incremental shipments are expected to commence in 2027, with further penetration rates in 2028. Prior to this, NVIDIA's Senior Vice President of Networking also publicly denied any delay in the Spectrum-X Ethernet CPO switch, confirming that mass production and customer deliveries will proceed as scheduled in the second half of 2026.

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