{"schema_version": "research-pack/1", "object": {"id": "cpo", "title": "CPO", "one_liner": "共封装光学，从样品走到系统"}, "facts": [], "timeline": [], "who": [{"id": "who:carrio_research", "person_id": "carrio_research", "name": "Carrio", "at": "2026-10-17T10:18:31.000Z", "text": "- Carrio｜人｜Carrio 汇总 OCP 2026 光通信：11 家公司发言与三大主题，并追问 NVIDIA 称 CPO 出货当周光模块股跌 20-30%（TSMC）｜2026-10-17｜https://x.com/carrioresearch/status/2111401464430239884｜/p/carrio_research", "source_ids": ["src:c731845dc4f49a39d1b9cbfe"]}, {"id": "who:damnang", "person_id": "damnang", "name": "Damnang", "at": "2026-10-16T17:44:25.000Z", "text": "- Damnang｜人｜Damnang 转述 NPO 与 CPO 技术对比：NPO 分离光引擎与 ASIC 封装，CPO 降低电损耗但增加热耦合｜2026-10-16｜https://x.com/damnang2/status/2111151291879870490｜/p/damnang", "source_ids": ["src:c0507c61cdee1cb43ea98f9f"]}, {"id": "who:photon_cap", "person_id": "photon_cap", "name": "Photon Capital", "at": "2026-10-16T06:59:26.000Z", "text": "- Photon Capital｜人｜Photon Capital 总结 NPO 与 CPO 技术问题：NPO 光学引擎与 ASIC 封装分离改善热隔离，CPO 减少电损耗但增加热耦合｜2026-10-16｜https://x.com/PhotonCap/status/2110988975834022125｜/p/photon_cap", "source_ids": ["src:f00526019b9e91f3dba9def1"]}, {"id": "who:jukan", "person_id": "jukan", "name": "Jukan", "at": "2026-10-14T17:42:24.000Z", "text": "- Jukan｜人｜Jukan：Rubin Ultra NVL576 在 scale-up 采用 CPO，量产仍不确定｜2026-10-14｜https://x.com/jukan05/status/2110426004778832274｜/p/jukan", "source_ids": ["src:9b44758cea8f8cfbd9b9c17a"]}, {"id": "who:dawson_lee", "person_id": "dawson_lee", "name": "Dawson Lee", "at": "2026-10-14T12:37:15.000Z", "text": "- Dawson Lee｜人｜Dawson Lee：SiPh 并非取代可插拔光模块，反而救了可插拔并引发全球激光晶圆危机｜2026-10-14｜https://x.com/LiDaosen/status/2110349214681068012｜/p/dawson_lee", "source_ids": ["src:580d72cbc768213128012ce4"]}, {"id": "who:trendforce", "person_id": "trendforce", "name": "TrendForce", "at": "2026-10-13T16:00:56.000Z", "text": "- TrendForce｜硬件｜TrendForce：AI 数据中心推升 CPO 测试需求，2027 年测试架构收敛、2028 年验证量产就绪｜2026-10-13｜https://x.com/trendforce/status/2110038084347629689｜/o/trendforce", "source_ids": ["src:789f618da9d6acaf26ad387d"]}], "context": ["> 谁在说 · 时间线为订户内容（https://hourahead.ai/enter）"], "usage": "只报告改变了已记录值的条目；每条给出处、时间、说话人；\n不得生成买卖建议、目标价、持仓建议；\n「到期仍待核对」不得读成「未发生」；厂商自测不得当第三方。", "issues": [{"id": "wp_797411d3068d", "question": "CPO 出货与 180 万实验室小时，是否已进系统", "status": "unknown", "window": "官方系统出货披露", "claim_ids": ["claim:8cf347d222b939c5987bf4a3", "claim:224a3a7ff9ffe197e14a9ab7"], "source_ids": ["src:247ea80c82c655c66f3c1076", "src:3112dd1839c6f0064e67e4cc", "src:36c3c58904f0e13a6a3f55f0", "src:3b1025f6bd9b26cf2280a4b1", "src:42db945c7ef7177f1eb8be8f", "src:a8cdad82f34cc84cfab6cdfd", "src:b944366073f3efa718320152"], "evidence_state": "missing_source"}, {"id": "wp_c33d86579d7c", "question": "CPO 进系统卡在测试环节，还是热对准未解", "status": "unknown", "window": "测试架构收敛观测", "claim_ids": ["claim:0a5467a62e017e1bdab26c21", "claim:31afdeb63efe4f2b3a2a66d1"], "source_ids": ["src:4aac7d4777b41de8aa59352f", "src:789f618da9d6acaf26ad387d", "src:c9593bc9f0ea1b6f6e2ce96f", 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