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@jukan05: Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised up...

@jukan05 4 信息等级 4 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-12T19:56 抓取：2026-05-13 04:02
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行业 AI 算力 半导体
摘要

台媒报道，富士康已在越南工厂生产全光CPO交换机机架，并开始向英伟达提前出货。出货预测从此前2026年1万台以上上调至2026-2027年5万台以上。供应极为紧张，甚至演示样机也被调拨给英伟达。

客观事实
  • 富士康开始向英伟达提前出货全光CPO交换机机架
  • 出货预测从2026年1万+上调至2026-2027年5万+台
  • 供应紧张，演示样机也被占用
富士康 英伟达 全光CPO交换机 越南工厂

原文

Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised upward from the prior 10,000+ units in 2026 to 50,000+ units across 2026–2027.

According to industry sources, Hon Hai Group is producing the all-optical CPO switch racks at its Vietnam plant and has already begun early shipments to NVIDIA. Supply is reportedly extremely tight — even the units originally allocated for demo purposes have been diverted to NVIDIA, leaving "not a single rack to spare."

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