Mizuho: We believe hyperscalers such as Google and Meta are exploring CPO architectures and could help drive the roadmap…
Mizuho: We believe hyperscalers such as Google and Meta are exploring CPO architectures and could help drive the roadmap, though our call noted volume ramps only in 2028-30E, with current supply chain bottlenecks.
$Alphabet(GOOGL.US) $Meta Platforms(META.US) $Tower Semicon(TSEM.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US)The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.