B · Normal
[GF Securities: NVIDIA's CPO volume is increasing faster than expected, Lumentum is expected to benefit] On September 29, GF Securities stated that NVIDIA's co-packaged optics (CPO) horizontal expansion is advancing faster than expected, which should be a boon to the supplier Lumentum, maintaining a "buy" rating on Lumentum. GF data shows that Lumentum’s estimated revenue from CPO and near-package optics (NPO) will achieve significant year-on-year acceleration between 2027 and 2028. In 2027, Lumentum expects to generate $427 million in CPO laser revenue and $501 million in NPO laser revenue. By 2028, this forecast will expand to CPO of US$750 million and NPO of US$2.55 billion.
CPO 🕐 2026-09-29 21:42
#NVIDIA #Optics #CPO #laser #Brokerage strategy #U.S. stock trends
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