CPO Production Accelerates Ahead of Schedule; Scale-Out to Launch H2 2026, Scale-Up in H2 2027

According to Serenity via BlockBeats on June 10, CPO (co-packaged optics) production is progressing faster than some market expectations. Foxconn has raised its product registration forecast and advanced shipments of optical switches for NVIDIA. NVIDIA's networking division stated the company will launch CPO scale-out deployment in the second half of 2026 with no signs of delay. Lumentum Holdings projected that scale-up optical products will begin shipping in H2 2027 and enter full production ramp in 2028.
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