Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $Tower Semicon(TSEM.US) (Foundry).“The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)”“The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market.You have almost parabolic growth over the next few years. With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier.This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVIDIA(NVDA.US) and $Broadcom(AVGO.US).Source: Serenity
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