Jerryhere
107 posts
Jerryhere
@Jerryhere7
😃半导体先进封装工艺及设备 😄SEMI&AP&Process&Equipment 🤓关注技术创新 半导体 芯科技 投资 😎SEMI#Technology#Investment
Katılım Nisan 2019
198 Takip Edilen24 Takipçiler
运营X的第三天 #蓝V #互关
目前有5万的浏览
这么看来500万浏览量
只是时间复利的过程问题
坚持多发有价值的信息 加油！
看到的大V麻烦用发财的手点点赞
评论区聊聊 我会认真看你正在做的项目
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Day 3 on X. #BlueCheck #FollowBack
50,000 views so far.
Maybe 5 million views isn’t about luck — it’s about consistency.
Building every day.
Learning every day.
Posting every day.
If you’re a verified account, let’s connect.
Leave a comment about what you’re building, selling, or working on. I’ll read every reply and support where I can.
Let’s grow together 🚀
中文
@aleabitoreddit SO, TIME WILL TELL U
DONT WORRY. PLEASE WAIT THE NEXT😃
English
$LITE Management Speech from Mizuho Technology at today’s conference.
The company expects to start shipping CPO scale up optical products in the second half of 2027.
With formal ramp up in 2028.
No delays, as this aligns with previous timelines shared.
So today, we also got confirmation from
$NVDA SVP no delays on CPO scale out timelines H2 2026, and they’re beginning mass production.
And $LITE management also stated no delays on CPO scale up timeline.
The leading companies in Nvidia and Lumentum probably know their own timelines the better than incorrect analyst reports telling them no.
And both are incredibly bullish on TAM and opportunities.
Serenity@aleabitoreddit
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.
English
@aleabitoreddit Everybody read the news,and show their next aciton, it seems that the people prefer to run. BUT, the nvidia has already saw the reality, nvidia needs to prove it. Please add oil!!!
English
If you want a TLDR of today:
> be $NVDA, $5T company. Force shift to 800V DC and CPO
> analyst: I don’t think u can do it in time!
> market: “I don’t trust Nvidia, time to sell everything”
> Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating.
???
English
@aleabitoreddit i think the analyst may know a bit of the deep information about the CPO and 800VDC, he may have some bias on them, and for the marketing people, they may just want to have a answer, a direction, so when the analyst give the answer, then the maketing follow it.
Time will tell u
English