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13.10.26 - 06:06
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Taiwan optical suppliers post record sales as Lumentum warns of shortages (Digitimes)
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Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed connectivity in AI data centers continued to rise. The results come as US optical component maker Lumentum warns that its production capacity is booked into early 2029, with significant supply shortages expected to persist for several years....
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12.10.26 - 22:24
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Why Lumentum Sank Today (Fool)
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The optical laser leader fell hard, along with the entire AI infrastructure sector, following cautionary remarks from a key sector CEO....
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