[Research Institution: 800V DC and CPO Mass Production Delayed, Optical Module Sector Under Pressure] Odaily Planet Daily News - Semiconductor and AI infrastructure research institution SemiAnalysis has released its latest research report, stating that two key technological routes for AI data centers have experienced significant delays. These include NVIDIA's native 800V DC architecture and CPO (Co-Packaged Optics) technology, both of which are behind market expectations in terms of mass production timelines. The report indicates that the shipment timeline for NVIDIA's originally planned large-scale adoption of the 800V DC power architecture has been postponed to 2028, contrary to prior market expectations. Meanwhile, the shipment scale of CPO in 2027 is expected to fall short of market forecasts, with large-scale mass production potentially delayed to 2028 or 2029. This is primarily due to factors such as optical engine connection yield rates, ASIC integration challenges, and cost considerations. SemiAnalysis believes that the 400V DC solution will still ramp up as planned starting in 2026, and some NPO projects may accelerate progress. However, the supply chain for related power supplies, switches, and optical modules dependent on new platforms like Rubin Ultra and Kyber will face pressure from delays. The report maintains a relatively positive outlook on companies such as Amphenol, Vertiv, and Legrand, while adopting a more cautious stance toward companies like Lumentum, Himax, Navitas, and Wolfspeed.