Sean(@sean_________):Mizuho semi supply chain tracker: no delays 800VDC & strong demand $NVDA CPO switch: "In the HVDC/800VDC investment case, the deployment schedule should be an average of 12-month lead-time from the initial system (like power rack) shipment by vendors, in our view" "Lumentum ( $LITE ) highlighted a rising adoption rate of InP-based NPO from its clients and we also expect stronger Google TPU demand to boost $AVGO VCSEL-based NPO sales. "micro-LED (uLED) based optical solutions that are developed and promoted by other chipmakers, such as Credo ( $CRDO ) in ALC (LED cables) and Avicena (private), to capture future scale-up (XPU to XPU) and scale-in (XPU to HBM) opportunities."

2026.06.16 13:18

Mizuho semi supply chain tracker: no delays 800VDC & strong demand $NVDA CPO switch: "In the HVDC/800VDC investment case, the deployment schedule should be an average of 12-month lead-time from the initial system (like power rack) shipment by vendors, in our view" "Lumentum ( $LITE ) highlighted a rising adoption rate of InP-based NPO from its clients and we also expect stronger Google TPU demand to boost $AVGO VCSEL-based NPO sales. "micro-LED (uLED) based optical solutions that are developed and promoted by other chipmakers, such as Credo ( $CRDO ) in ALC (LED cables) and Avicena (private), to capture future scale-up (XPU to XPU) and scale-in (XPU to HBM) opportunities."