A research report from CSC Securities highlighted that the U.S.-based semiconductor research institute, SemiAnalysis, recently issued a report. This report underscores a continued positive outlook for the long-term demand for both copper cables and pluggable optical modules. However, it also suggests that the mass production of Co-Packaged Optics (CPO) might be pushed back to between 2028 and 2029. The deceleration in CPO's development trajectory could potentially hasten the advancement of Near-Packaged Optics (NPO). CSC is of the view that both CPO and NPO are primarily geared towards the Scale Up market. This segment represents an emerging market for suppliers of pluggable optical modules, offering traditional companies a chance for in-depth involvement. Despite recent market corrections in the optical communication sector, influenced by factors like prior substantial gains and sentiment volatility, CSC remains steadfast in its belief that the industry's long-term positive fundamentals are intact. The firm continues to hold an optimistic view on the future prospects of the optical communication, CPO, and NPO industry chains.