LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
가입 January 2024
219 팔로잉 중 2.8K 팬
Most foreign investors really didn’t realize this….
NVDA’s 50k-unit CPO full-optical switch order is a
50,000 Unit* 100,000 USD/per Unit=5 billion USD PO….
Yet Shunsin ( the critical Foxconn CPO packaging player, has a market cap of only < $2B…
#foxconn#, #NVDA#
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Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised upward from the prior 10,000+ units in 2026 to 50,000+ units across 2026–2027.
According to industry sources, Hon Hai Group is producing the all-optical CPO switch racks at its Vietnam plant and has already begun early shipments to NVIDIA. Supply is reportedly extremely tight — even the units originally allocated for demo purposes have been diverted to NVIDIA, leaving "not a single rack to spare."
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