Serenity refutes SemiAnalysis: Nvidia and Lumentum confirm CPO timeline not delayed BlockBeats News: On June 10th, Serenity, the "white haired stock god," announced that Lumentum (LITE) management stated at today's Mizuho Technology Conference that the company expects to begin shipping CPO scale up optical products in the second half of 2027 and officially increase production in 2028. The schedule has not been delayed and is consistent with the previously disclosed timeline. Today, the Senior Vice President of Nvidia (NVDA) also confirmed that the CPO scale out timeline has not been delayed and will still be in the second half of 2026, with mass production already underway. Serenity stated that Lumentum management has also confirmed that there is no delay in the CPO scale up timeline. As industry leaders, Nvidia and Lumentum may have a better understanding of their own pace than erroneous analyst reports claiming delays in timelines, and both companies are very optimistic about potential market size and opportunities. Previously reported, SemiAnalysis, an independent research institution focused on the semiconductor, AI infrastructure, and data center fields, released a report stating that the production and delivery pace of CPO (Co Packaged Optics) has slowed down. The expected shipment volume of CPO in 2027 is significantly lower than the previous aggressive market forecast, and the time for large-scale production may be postponed to 2028 or even 2029. The shipment volume of Scale out CPO switches is facing the risk of downward adjustment, mainly due to the bottleneck of optical engine connection yield, ASIC integration difficulty, and overall cost economy. At present, the optimistic situation is that the yield of optical engine connections is about 95%, but the CPO production driven by a single ASIC is still very limited. [Original link]