So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased...
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So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased...
So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated:- $NVDA Spectrum-6 CPO UHP demands increased materially. - NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length DFB arrays, read through on higher valued products)- Demand for UHP lasers continues to exceed supplyJust a status update in terms of how the optical...