Semianalysis 又给机构客户发了小作文：
“Our biggest Computex 2026 takeaway is that both CPO and 800VDC have a high likelihood of delays compared to original ramp expectations.”
“Industry chatter suggests that hyperscalers are pushing back on adoption of the single-ended 800VDC architecture”
“我们在2026台北电脑展（Computex 2026）最大的核心结论：共封装光学（CPO）与800伏高压直流供电（800VDC）两大技术，相较此前产业原定扩产放量时间表，大概率出现落地延期。”
