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06.08.26 - 08:06
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US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record (Digitimes)
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The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules, with the measures targeted for publication and implementation in 2026, drawing close market attention. Industry sources expect US suppliers Coherent and Lumentum to be the principal beneficiaries if the restrictions proceed. However, both companies produce their continuous-wave lasers in-house, meaning Taiwanese optical-communications suppliers may gain redirected orders but could still face near-term disruption....
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10.11.25 - 00:42
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Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain (Digitimes)
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US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed momentum in the sector. Taiwan's optical component suppliers, which also released third-quarter results, showed signs of profit recovery after currency headwinds in the previous quarter, with growth expected to accelerate in 2026 as investment in co-packaged optics (CPO) and silicon photonics applications begins to bear fruit....
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04.11.25 - 23:42
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Lumentum Holdings Jumps 12% After FY26 Q1 Earnings Beat (24/7 Wall St.)
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Lumentum (NASDAQ: LITE) delivered a quarter that rewarded believers in AI-driven optical infrastructure. The company beat earnings expectations while guiding higher, though a modest revenue miss sparked initial volatility in after-hours trading. Shares initially spiked 14% before settling around 10% higher by 5:05 PM ET, a telling pattern that suggests investors are parsing strength against ... Lumentum Holdings Jumps 12% After FY26 Q1 Earnings Beat
The post Lumentum Holdings Jumps 12% After FY26 Q1 Earnings Beat appeared first on 24/7 Wall St.....
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