# Ciena

> Markdown twin of https://roboterminal.app/companies/ciena · https://roboterminal.app/companies/ciena.md

## On shared sources

- [Coherent](https://roboterminal.app/companies/coherent) (4)
- [Lumentum](https://roboterminal.app/companies/lumentum) (4)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (2)
- [ams OSRAM](https://roboterminal.app/companies/ams-osram) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Corning](https://roboterminal.app/companies/corning) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [Nomura](https://roboterminal.app/companies/nomura) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Sumitomo](https://roboterminal.app/companies/sumitomo) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2111587049950294183)
  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 …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111095064663654568)
  Nomura: supply chain for optical devices $COHR $LITE $AAOI $NVDA $CIEN $GOOGL
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110206207868756247)
  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
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107835587163996635)
  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 transcei…

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Source: Roboterminal · https://roboterminal.app/companies/ciena.md