Serenity: Foxconn CPO Switches to Ship in Q3, Xunxin Technology Poised to Benefit from AI Optical Communication Supercycle

Deep Tide TechFlow reports that on May 30, Serenity, dubbed the "new stock god" by the market, published an analysis of the latest information from Foxconn's shareholder meeting and reiterated optimism about the AI optical communication industry chain. According to Serenity, Foxconn's shareholder meeting confirmed that CPO (Co-Packaged Optics) switch products will begin shipping in the third quarter of this year, with a target shipment volume of 10,000 units by 2026, aiming to compete for global market leadership. Management expects related business to experience faster growth next year. Serenity specifically pointed out that the subsidiary responsible for Foxconn's advanced optical business is Xunxin Technology Holdings. He believes that as CPO products gradually scale up, the related revenue contribution has not yet been fully reflected in the current financial reports and may start to materialize in the second half of the year. Serenity stated that the demand for high-speed optical interconnects in AI data centers is growing rapidly, and CPO is regarded as a key technological direction to address bandwidth and power consumption bottlenecks. He believes that early positioning in critical segments of the optical communication industry chain could be a significant opportunity to achieve excess returns in the next growth cycle of AI hardware. Previously, Serenity has publicly shared research insights on AI photonics and optical communication fields multiple times and has consistently followed related stocks such as SIVE, AAOI, FOCI, and Xunxin Technology.