Serenity: Foxconn’s CPO Switches to Ship in Q3; Accelink Technologies Poised to Benefit from the AI Optical Communication Super Cycle
Source：
x.com
Well-known investor Serenity stated that Foxconn’s CPO switches will begin shipping in Q3 and expressed optimism that Advanced Optoelectronic Solutions (ASE) — responsible for advanced optical business — will benefit from the surge in AI-driven optical communication demand.
