Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO (co-packaged optics) rollout.
Tae Kim is a Senior Writer at Barron’s. He specializes in technology and engineering, with a focus on artificial intelligence, machine learning, and software, exploring topics such as AI platforms, deep learning, and robotics. Tae's work has been featured in prominent outlets including Bloomberg-Quint, The Washington Post, and The Australian Financial Review.
