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北京时间·🕒 发布 05-03 10:19:32时区推断·⟳ 抓取 06-03 18:59:55回填·⚡ 决策 06-17 05:04:52·132.9 天前
KOL 喊单 CPO 产业链(Sivers/TSEM)，引用长期行业增长预测
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Just in case you’re wondering why I’m so bullish on CPO. Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), W…
不做 SIVE.US
Sivers Semiconductors 主要在瑞典上市(SIVE.ST)，美股 SIVE.US 代码存疑或为 OTC 流动性极差；且仅为 KOL 喊单长期研报逻辑，无短期催化剂。
不做 TSEM.US
KOL 喊单 CPO 长期行业研报逻辑(2026-2030 CAGR)，无短期实质性催化剂；TSEM 为模拟代工，CPO 弹性有限，市值较大，单凭推文无 edge。
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Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)”
“The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market.
You have almost parabolic growth over the next few years.
With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier.
This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)”
“The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market.
You have almost parabolic growth over the next few years.
With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier.
This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.
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