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中文(ZH) 罗博特科:未从任何客户处获得CPO延迟的消息

RoboSense denies CPO production delay rumors amid market speculation

Robotics company RoboSense stated that despite market rumors of delays in CPO (Co-Packaged Optics) production, they have not received any such information from their clients. RoboSense indicated that their core customers' demand forecasts for high-speed growth in CPO are clear, with ongoing pressure on orders and delivery times, suggesting the CPO industry is accelerating. The company's related business operations are proceeding as planned without disruption. AI

IMPACT This statement addresses market sentiment regarding CPO technology, which is relevant to the infrastructure supporting AI development.

RANK_REASON The item addresses market rumors and provides a company statement, fitting commentary rather than a direct product release or significant industry event.

Read on 36氪 (36Kr) →

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RoboSense denies CPO production delay rumors amid market speculation

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Robotics: No news of CPO delays from any clients

    36氪获悉,7月20日,罗博特科在电话会议上表示,公司关注到市场上关于CPO延迟的各类传言,但作为设备端,公司未从任何客户处获得CPO延迟的消息。从核心客户给出的具体、明确的需求预测来看,下游市场对CPO的高速增长需求清晰可见,客户订单和交货时间压力持续加强,CPO产业化正处于全面加速推进进程中。相关业务推进与排产均按既定规划稳步开展,整体节奏未受扰动。