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GF Securities: NVIDIA’s CPO Volume Growth Surpasses Projections, Lumentum Poised to Gain
2 day ago /
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Author：小编
GF Securities has announced that NVIDIA’s pace of horizontal expansion in CPO (Co-Packaged Optics) has outstripped initial forecasts, presenting a promising opportunity for supplier Lumentum to reap the benefits. The firm reaffirms its 'Buy' recommendation for Lumentum. Current projections indicate that between 2027 and 2028, Lumentum’s revenue streams from CPO and NPO (Near-Packaged Optics) are set to experience substantial year-on-year growth. Specifically, in 2027, Lumentum’s revenue from CPO lasers is anticipated to hit USD 427 million, with NPO laser revenue expected to reach USD 501 million. Looking ahead to 2028, these figures are projected to climb further to USD 750 million and USD 2.55 billion, respectively.
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