CPO equipment is starting to see a shortage, according to HIWIN Technologies. The company warned that accelerated commercialization of SiPho has led to demand for packaging and testing equipment to explode, resulting in some key equipment and precision components to be in a shortage. > Orders for silicon photonics inspection equipment have seen a "surge" since the third quarter. > HIWIN recently received orders for thousands of sets from a leading international CPO equipment manufacturer, representing a nearly 30-fold increase compared to the entire previous year. > Current delivery time for precision motion and transmission components is about three months, and for positioning platforms it is about three to four months. > Demand for FAU fiber array units, miniature linear guides, linear motors and nanometer-level alignment platforms is increasing simultaneously. > Da Yin's (CPO equipment component manufacturer) overall order visibility is currently up to six months, and that of its silicon photonics positioning platform is even higher at nine months; HIWIN's silicon photonics inspection equipment visibility extends all the way to the second quarter of next year.

CPO & 800V DC selloff — delayed, not dead 🙃 A SemiAnalysis report flagged timeline slips for two big AI trades. ➡️ Nvidia's native 800V DC pushed to 2028 ➡️ CPO mass production maybe slipping to 2028-2029 Both trades already ran high on hype. A credible report and

OPTICAL / CPO Negativity: Optical names didn't get much boost from Computex and are underperforming during the correction. Some negativity on CPO rollout related to manufacturing yields noted by MS today. Not what the names needed (admittedly, CPO not directly relevant for all). FOCI $3363; LANDMARK $3081; SANTEC $6777; FURUKAWA $5801; SEI $5802; YOFC $6869

Coinbase CPO Faryar Shirzad says the CLARITY Act will be "the biggest financial regulatory bill the Congress has done in quite some time," on @MorningsMaria. It's "the first piece of legislation since the 90s that gives the banks new authorization to get into the crypto space."

Random CPO related names I like: - $SIVE - Foci (3363) - $TSEM - Browave (3163) - PCL (4977) - $AXTI - Msscorps (6830) - $IQE - Shunsin (6451) - Furukawa Electric (5801) - $MTSI - Nextronics (8417) - $LITE - $COHR - FitTech (6706) - $GFS - $ASX - LandMark (3081) - $SOI Disclosure: I own most, not all though.

CPO @srbh_shrm on the speed gap from first engineering call to production between companies: • AI natives: signed in ~4 days, in production in 5 • Traditional enterprises: 6-9 months to sign, 6-9 more to deploy