tae kim(@firstadopter):Ultra high power laser demand at Nvidia is ramping for December quarter. Spectrum-6 co-packaged optics biz above plan, according to Lumentum management Stifel: "Management said NVDA demand on LITE for high-power lasers has gone up meaningfully into year-end and for CY2027. Within that framework, LITE (at this point) will not be able to meet the incremental demand for the December quarter despite ramping as fast as it can." "management indicated NVDA December-quarter UHP demand has increased materially as Spectrum-6 CPO attach is tracking above prior plan"

tae kim

@firstadopter

"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"

参加 October 2008

10.2K フォロー中 106.6K ファン

tae kim@firstadopter

2026.09.25 13:01

Ultra high power laser demand at Nvidia is ramping for December quarter. Spectrum-6 co-packaged optics biz above plan, according to Lumentum management Stifel: "Management said NVDA demand on LITE for high-power lasers has gone up meaningfully into year-end and for CY2027. Within that framework, LITE (at this point) will not be able to meet the incremental demand for the December quarter despite ramping as fast as it can." "management indicated NVDA December-quarter UHP demand has increased materially as Spectrum-6 CPO attach is tracking above prior plan"