The optical communication sector experienced a collective rebound. At the time of writing, HUA HONG SEMI (01347) rose 5.69% to HK$94.8; COMBA (02342) increased by 5.44% to HK$2.52; FIT HON TENG (06088) climbed 5.66% to HK$4.67; and TIME INTERCON (01729) advanced 2.11% to HK$14.99. The positive momentum follows the announcement of the Rubin architecture by Nvidia at CES 2026. Serving as a critical milestone in Nvidia's data center hardware roadmap, the Rubin platform is not a single GPU product but a full-stack solution integrating CPU, GPU, DPU, NIC, NVLink interconnect, and Ethernet switching. Its core objective is to significantly enhance AI performance and energy efficiency: the AI inference performance per GPU is improved by 5 times compared to the previous generation, while training performance sees a 3.5-fold increase. Shanxi Securities released a research report stating that Rubin Ultra is expected to become a significant milestone for the large-scale industrialization of Scaleup CPO. It is also anticipated that Trainium4 and TPUv8, expected in 2027/28, could become major drivers for CPO/NPO adoption. Key investment areas for CPO lie in high-density connectors and extensive optical fibers enabled by shufflebox & multi-segment fiber optic cabling, Optical Engines (OE) utilizing advanced packaging, and heavily customized FAUs.