SemiAnalysis, a US semiconductor research firm, predicts that the large-scale production of Co-Packaged Optics (CPO) may be delayed until 2028 or 2029. This slowdown in CPO development could accelerate the adoption of Near-Packaged Optics (NPO). Both CPO and NPO are seen as growth markets for pluggable optical module suppliers, particularly for the Scale Up market. Despite recent adjustments in the optical communication sector, the long-term outlook for the industry and its supply chains remains positive. AI
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