The anxiety of optical modules: Misinterpretations of the "CPO impact" exist, and "over-concentration of chips" needs time to be digested.
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Will CPO technology rapidly and comprehensively replace pluggable optical modules? This may be a typical market misunderstanding.
On February 8th, analysts Song Jiaji, Huang Han, and Shi Yujie from Guosheng Securities released a report titled "Communication: The Divergence and Convergence of the Optical Module Logic," giving a detailed