BlockBeats News, June 17th, The "White-Haired Stock God" Serenity retweeted the latest research report from Mizuho Securities and commented that the recent concentrated sell-off of CPO concept stocks was completely a foolish oversold market.

The Mizuho research report pointed out that the market's concerns about the mass production delay of Co-Packaged Optics (CPO) and the lag in 800V DC deployment are unfounded. Both technological pathways are progressing as scheduled, and the mass production timeline is expected to be maintained between 2028 and 2029. Driven by the surge in demand for NVIDIA's CPO switch (3.2T Spectrum-X) in 2027, Mizuho has simultaneously raised its Optical Engine (OE) shipment forecast.

In terms of technological direction, Mizuho believes that InP DFB lasers are still the long-term mainstream direction for CPO, specifically mentioning $SIVE as a related beneficiary. VCSEL and microLED have not been sufficiently validated in short-distance intra-rack and inter-chip interconnection scenarios above 1.6T in the short term, making it difficult to become mainstream alternatives. Regarding the deployment of 800VDC data centers, incremental shipments are expected to commence in 2027, with further penetration rates in 2028.

Prior to this, NVIDIA's Senior Vice President of Networking also publicly denied any delay in the Spectrum-X Ethernet CPO switch, confirming that mass production and customer deliveries will proceed as scheduled in the second half of 2026.