以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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CPO (Co-Packaged Optics)
7 atoms · 跨 2 天 · 首见 2026-06-09 · 最近 2026-06-10
三色: 🟦 fact 1 · 🟥 take 6 · stance ▲3/▼2/◆2
来源: X 7
时态: fresh:7
标签: 好观点:6 · 好思考:1 · 好信源:1
叙事 (narrative) (5)
- 2026-06-10 · delayed out of a specific platform
It was delayed out of a specific platform
tags: 好观点·好信源 · → daily
- 2026-06-10 · inflection progress
The fact we've heard nothing about any inflection in CPO leads me to believe this is a fire drill
tags: 好思考 · → daily
- 2026-06-10 · not delayed
CPO not being delayed
tags: 好观点 · → daily
- 2026-06-09 · 为2028年叙事
CPO being a 2028 story but people were freaking out
tags: 好观点 · → daily
value: date=2028
- 2026-06-09 · scale-out speed
CPO scale-out is actually moving faster than expected
tags: 好观点 · → daily
value: direction=faster than expected
预测 (forecast) (1)
- 2026-06-09 · 短期内不会发生
CPO not happening anytime soon
tags: 好观点 · → daily
事实 (fact) (1)
- 2026-06-10 · 影响范围
The only thing “affected” by no CPO is the advanced packaging aspect.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-10 ·
fact · 影响范围 · → daily
- 2026-06-10 ·
narrative · not delayed · → daily
- 2026-06-10 ·
narrative · inflection progress · → daily
- 2026-06-10 ·
narrative · delayed out of a specific platform · → daily
- 2026-06-09 ·
forecast · 短期内不会发生 · → daily
- 2026-06-09 ·
narrative · 为2028年叙事 · → daily
- 2026-06-09 ·
narrative · scale-out speed · → daily
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