JPMorgan on "Optical Modules": 1.6T pluggable optical modules may "exceed expectations," "CPO impact" expected after 2027
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After the recent China International Optoelectronic Expo (CIOE), JPMorgan believes that the ramp-up pace of 1.6T pluggable optical modules may exceed market expectations, that a “CPO impact” is unlikely in the short term, and that Zhongji Innolight is expected to continue benefiting in the coming years.
On September 16,