Sean(@sean_________):Rosenblatt InP lasers checks: According to our checks, NVIDIA, which is the driving force behind scale up CPO, asked the supply chain to increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( $AAOI / $LITE etc)

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

参加 May 2019

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Sean@sean_________

2026.05.28 10:58

Rosenblatt InP lasers checks: According to our checks, NVIDIA, which is the driving force behind scale up CPO, asked the supply chain to increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( $AAOI / $LITE etc)