Institutional Research Report Attributes U.S. Stock Market Optoelectronics Module Collapse: MRVL Dropped by 13.3%, AAOI Dropped by 16.4%

June 10: Per Bitget market data, the U.S. optoelectronic module sector suffered a broad sell-off today, with leading players’ shares plummeting: Marvell Technology (MRVL) dropped 13.3%, Applied Optoelectronics (AAOI) fell 16.4%, Nokia (NOK) declined 8.5%, Lumentum (LITE) slid 11.77%, and Coherent (COHR) dipped 15.2%. BlockBeats previously reported that SemiAnalysis—an independent research firm focused on semiconductors, AI infrastructure, and data centers—published a new cross-vertical research note today. Its key conclusion directly flags significant delays in shipments for two critical technologies powering AI data centers: NVIDIA’s native 800VDC architecture, and the mass production delivery of Co-Packaged Optics (CPO).