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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 17, 2026 · Post · posted
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Expert call covering optical components & datacom – 800G/1.6T adoption, Coherent vs. Lumentum vs. Asian module suppliers, AI cluster optical density, and Q4/2027 pricing & volume outlook. $COHR $LITE $AVGO $CIEN https://t.co/luiomEqhpg |
Nomura: supply chain for optical devices $COHR $LITE $AAOI $NVDA $CIEN $GOOGL |
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 |
Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transceivers, benefitting Lumentum and… |