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Sep 26 at 08:24 PM
Jefferies: AI transceiver forecast now pushing to nearly 180 million units in CY27, including 90 million 800G and 80+ million 1.6T units. Growing to 245 million in CY28. Material production volume for Scale-Up CPO has likely pushed to CY29.
$Applied Optoelectronics(AAOI.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Macom Tech(MTSI.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US)
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