#npo
npo
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•Nvidia CPO expansion is progressing faster than expected. The Spectrum-X CPO switch is already in mass production, thanks to improved yields from key component suppliers.
•Nvidia CPO expansion switch shipment forecast: 15k in Q4 2026 / 16k in Q1 2027 / 30k in Q2 2027 / 100k in 2027.
•Scale Up OE: With NVL576 unchanged but T4 being slower (possibly in Q1 2028), we revised our 2027E / 2028E estimates to 6.5m / 42m. •VRU NVL576 CPO (QM5 + 4 OEs) and NPO (QM5 + 4 OEs with sockets) are progressing in parallel, although we still maintain a full adoption of NPO for this cycle.
•In the Feynman-expanded CPO design, OEs up to 6.4T with QM6 packaging may be possible. Bullish on •Lumentum – CPO acceleration to support the valuation; expected CPO/NPO revenue contribution in CY27/CY28 of 12%/26%
•Broadcom (3163 TT) & Bizlink (3665 TT) – Beneficiaries of higher content for CPO versus NPO. •Semtech (SMTC) – Exposure of TIA/Driver for NPO; supply is tight.#NVDA #CPO #NPO #scale $LITE
•Nvidia CPO expansion is progressing faster than expected. The Spectrum-X CPO switch is already in mass production, thanks to improved yields from key component suppliers.
•Nvidia CPO expansion switch shipment forecast: 15k in Q4 2026 / 16k in Q1 2027 / 30k in Q2 2027 / 100k in 2027.
•Scale Up OE: With NVL576 unchanged but T4 being slower (possibly in Q1 2028), we revised our 2027E / 2028E estimates to 6.5m / 42m. •VRU NVL576 CPO (QM5 + 4 OEs) and NPO (QM5 + 4 OEs with sockets) are progressing in parallel, although we still maintain a full adoption of NPO for this cycle.
•In the Feynman-expanded CPO design, OEs up to 6.4T with QM6 packaging may be possible. Bullish on •Lumentum – CPO acceleration to support the valuation; expected CPO/NPO revenue contribution in CY27/CY28 of 12%/26%
•Broadcom (3163 TT) & Bizlink (3665 TT) – Beneficiaries of higher content for CPO versus NPO. •Semtech (SMTC) – Exposure of TIA/Driver for NPO; supply is tight.#NVDA #CPO #NPO #scale $LITE
•Nvidia CPO expansion switch shipment forecast: 15k in Q4 2026 / 16k in Q1 2027 / 30k in Q2 2027 / 100k in 2027.
•Scale Up OE: With NVL576 unchanged but T4 being slower (possibly in Q1 2028), we revised our 2027E / 2028E estimates to 6.5m / 42m. •VRU NVL576 CPO (QM5 + 4 OEs) and NPO (QM5 + 4 OEs with sockets) are progressing in parallel, although we still maintain a full adoption of NPO for this cycle.
•In the Feynman-expanded CPO design, OEs up to 6.4T with QM6 packaging may be possible. Bullish on •Lumentum – CPO acceleration to support the valuation; expected CPO/NPO revenue contribution in CY27/CY28 of 12%/26%
•Broadcom (3163 TT) & Bizlink (3665 TT) – Beneficiaries of higher content for CPO versus NPO. •Semtech (SMTC) – Exposure of TIA/Driver for NPO; supply is tight.#NVDA #CPO #NPO #scale $LITE
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