BlockBeats News, June 10th. Last night, a report from SemiAnalysis caused a market earthquake. US AI stocks plummeted again following last Friday's drop, and today, the Japanese and Korean stock markets continued to decline. At the time of writing, SK Hynix saw an intraday drop of up to 9%, while SoftBank Group fell by 10%.

The SemiAnalysis report indicated that NVIDIA's 800V DC and CPO large-scale production may be delayed to around 2028-2029, with 400V DC still on track for 2026. Some NPO (Near Package Optics) projects may accelerate. Therefore, the report suggests that companies like LITE, COHR, AAO, HIMX face "near-term cash-out risk," expressing a bearish view on their future performance. At the same time, the report also points out investment opportunities in CPO alternative products. BlockBeats has compiled a report on long, short, and long-extension target pools based on this analysis.