Deep analysis by Morgan Stanley: 172% annual compound growth rate, who can seize the CPO opportunity?

According to a forecast by Morgan Stanley, as the NVIDIA Rubin server rack system begins mass production in 2026, the CPO market size is expected to expand at a compound annual growth rate of 172% from 2023 to 2030, reaching $9.3 billion by 2030. FOCI has secured the sole FAU supplier status for the first phase, while AllRing may supply key optical coupling devices in 2026. ASE has received a visit from NVIDIA's CEO at its Taichung factory, potentially becoming a core collaborative partner for the Rubin CPO system-level packaging.

wallstreetcn18:12

Transaction Amount TOP 20 | Rumored to be an acquisition target! Intel's stock price surged over 9%.

On Friday, the stock market's top trading volume was NVIDIA, rising 3.06%, with a transaction of 40.922 billion dollars; the second was NVIDIA, rising 3.12%, with a transaction of 27.646 billion dollars; the third was Apple, rising 0.75%, with a transaction of 15.784 billion dollars.

10:07

$1000 Invested In Broadcom 5 Years Ago Would Be Worth This Much Today

Benzinga07:00

Express News | On January 17, the top 20 trading volumes of U.S. stocks: It is rumored that Intel has become an acquisition target.

Breakings05:45

Broadcom Options Spot-On: On January 17th, 299.74K Contracts Were Traded, With 2.49 Million Open Interest

On January 17th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 299.74K options for the day, of which put options accounted for 30.45% of the total transactions,

Futu News05:30

Hold Rating on Intel Amid Speculation of Broadcom Acquisition and Regulatory Uncertainty

TipRanks03:45 · Ratings