Applied Optoelectronics

I still think Photonics is one of the best sectors to be in. Still so much upside in names like $LITE, $AAOI, $COHR, $FN. Good opportunities here after the recent drawdown.

Expert Takeaways: Applied Optoelectronics > 800G Volume Growth: Shipments are set to surge from 600K–700K this year to 5 million next year, and around 7 million the following year. > 800G Production & Customers: AWS remains the primary…

Expert Takeaways: Applied Optoelectronics > 800G shipments are expected to jump from 600K–700K this year to 5M next year (driven by AWS and Oracle demand) and reach ~7M the year after. > 1.6T demand next year is projected to reach ~100K…

InP substrate supply chain $LITE $COHR $AXTI $AVGO $AAOI

LightCounting: Port Shipments in 2031 800G: 99 million 1.6T: 194 million 3.2T: 116 million Via OCP $LITE $COHR $MTSI $AAOI

Nomura: supply chain for optical devices $COHR $LITE $AAOI $NVDA $CIEN $GOOGL

Morgan Stanley: As we move to multi-rack clusters like the Rubin Ultra NVL576, networking doubles its share of total rack value to 20%, while single-rack memory density compresses. GB300 NVL72: 57% GPU | 15% Memory | 8% Networking Rubin…

Good stuff here. Basically all of the companies involved in near packaged optics are here. $COHR $LITE $CIEN $MRVL $INTC $AAOI https://t.co/eByDZuLJst https://t.co/AXMXXWUk7j

Macquarie is forecasting a 89% CAGR for the transceiver market over 2025-2028E, with S/D conditions remaining tight until FY27. $AAOI $LITE $COHR $MTSI $FN

$LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sounds bearish for the optics names, and…

Photonics names siding with no bounce at all. $LITE $COHR $AAOI https://t.co/m75ZEqurx9

Nomura: 1.6T transceiver BOM cost breakdown DSP/MCU/CDR lead with 27% of the BOM cost, followed by 200G EML/LD chip at 26%. $LITE $COHR $MRVL $AAOI $AVGO

Nomura: based on our estimates, optical lasers/chips, DSP, TIA/driver chips, and PD chips could make up 66%~72% of BOM costs of 800G EML/SiPh transceivers or 1.6T EML/SiPh transceivers. $LITE $COHR $AAOI

I still think Photonics stocks are pretty early. Tons of room to run still. $LITE $AAOI $COHR https://t.co/nAN2THbZMD

$LITE is up 6.5% after hours. The Lumentum CEO went on Bloomberg and said they're "completely sold out" through early 2029, with "no end in sight." Six months ago he was talking about sold out through 2028, so the line keeps moving further…

THIS IS HUGE NEWS FOR BOTH $AAOI and $BE Bloom is supplying fuel cells for an expansion project at AOI's Taiwan subsidiary, through its local partner Leadray Energy. So AOI is bringing its own power on-site instead of just plugging into…

Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $TSM

Nice sector timeline visuals from @outerninth showing where each technology is currently at and its market opportunity. Still early CPO, AI power semiconductors, and humanoids. $MU $SNDK $TSLA $NVDA $LITE $AAOI $VRT https://t.co/SZTc5Tpug6

Goldman Sachs: companies we visited see pricing competition remaining healthy, with 800G optical module pricing decline within single digits in 2027, and 1.6T optical module price to sustain at $700+. $COHR $LITE $AAOI $MTSI

LightCounting: The latest data from transceiver suppliers, shown in the figure below, illustrates the new record set in Q2 2026 and our estimates for the rest of the year. Sales of Ethernet transceivers account for about 80% of the total…

Photonics never left. $LITE $COHR $AAOI https://t.co/wTaTxTmvXx

1.6T to be the leader in volume by 2028 in global datacom optical interconnects. Expanding to 45% of the market by 2030. $AAOI $LITE $COHR $NVDA https://t.co/Eq3RQ4s69W

UBS: the industry is progressing toward mass production for scale-out from now through 2027, hybrid scale up in 2028-29, and full CPO scale up in 2029-30. $LITE $COHR $NVDA $AMD $AAOI

Just a reminder from optical earnings: -> $LITE: "Lasers will remain effectively sold out for the foreseeable future despite our rapid capacity expansion." -> $COHR: "The demand is robust across almost every single product across data…

Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipments rising from 449,492 thousand units…

$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X —…