Per Foxconn shareholder meeting: CPO switch products expected to begin Q3. 10K units 2026, explosive grow to next year. Aims/expected to be #1 globally. Anyone remember which Foxconn subsidiary handles their advanced optical work? cough.. cough.. Shunsin (6451). Lot of these exponentially scaling volume shipments won’t show up in balance sheet yet, but will likely soon H2. This is called frontrunning the next supercycle.
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