大摩：AI供应链-谁是CPO的主要受益者
2025-01-15 07:03
January 14, 2025 10:07 PM GMT Global Technology | Asia Pacific AI Supply Chain: Identifying the Key Beneficiaries of CPO We believe the Rubin GPU and the CPO design of its server rack system will change the optical networking chip landscape. Near- term, Blackwell GPU demand is intact with changing mix of TSMC CoWoS. Key Takeaways Initiate FOCI at OW for its fiber array unit expertise and raise PT for ASE on CPO packaging opportunity. Co-packaged optics (CPO) to unleash data transfer for AI datacenter: Broad ...