Many celebrity analysts criticize 'negative research report on optical modules': information lag, alarmist talk BlockBeats News: On June 10th, SemiAnalysis, an independent research institution focused on the semiconductor, AI infrastructure, and data center fields, released a research report yesterday, stating that there has been a significant delay in the two key technology paths of AI data centers. This report is attributed as one of the main reasons for the significant correction in AI industry stocks in the US stock market yesterday. In response to this report, a group of celebrity analysts have sharply criticized it as "lagging information and sensationalism". BlockBeats has compiled the following: Serenity, the "white haired stock god," strongly questioned and opposed the research report, believing it to be unreliable. They are more inclined to believe in the accelerated production schedule continuously reiterated by industry chain enterprises, that is, Scale Out CPO will gradually increase volume from the second half of this year, and Scale Up CPO will be launched in the second half of 2027 and enter the main growth stage in 2028. KawzInvestors (@ KawzInvestors), a star researcher in the new Jinmei stock market, emphasized that photonic communication is far more than just CPO. The market for pluggable transceivers is expected to reach $26 billion by 2026 and increase to $45 billion by 2030. KawzInvestments believes that the large-scale production of CPO claimed in the report may accelerate the application of NPO technology. In addition, the scale of LPO/LRO will increase from 1.2 billion US dollars in 2026 to 5 billion US dollars in 2030, and OCS will increase from 1 billion US dollars to over 4 billion US dollars. The overall market size remains unchanged, and the demand for high-speed interconnection in AI data centers continues to drive the long-term growth of photonics. Well known US stock KOL Herman Jin (@ ShanghaoJin) has a similar viewpoint. It believes that the above research report information is seriously lagging behind, but CPO/800V is a matter of time and does not affect the overall progress. At the same time, it once again emphasizes the importance of model side demand, stating that "as long as the model does not reduce intelligence (other so-called negative factors are not critical), the market's excessive focus on 2027 expectations is unnecessary