Optical Illusion: CPO is Dead, Long Live NPO
SemiAnalysis "CPO Delay" Selloff & NPO Mass Adoption Rumors
We have gotten a hilarious amount of discussion in a three-day span about CPO.
The takeaway from all of this news aggregated together is actually massively bullish and incremental positive to optics. NOT negative!! I’ll explain why.
All it takes is some very simple logical deduction.
Contents
SemiAnalysis Note
FundaAI Note
What Is NPO and Why NPO
Does NPO Use InP & ELS
Lumentum at Mizuho
Conclusion
By accessing this content, you acknowledge and agree to our terms and conditions. This research is not financial advice.
SemiAnalysis Note
The (very sad) title of their report was “Powered Down, Lights Off.”