Illiquid(@illyquid):$lite at Citi TMT conference today: "Scale across is one, scale out is 10 in bandwidth, scale up is 100, scale in is 1,000 ... as intensity of optical demand increases, and with XPU numbers going up, I would say Lumentum's best days are yet to come". Scale-in refers to optical connectivity moving progressively closer to compute and memory, covering die-to-die and die-to-memory links shorter than one metre. Funda has been briefing clients this week as industry discussions have accelerated across Lumentum, Coherent, Marvell, imec and several optics startups.

2026.09.09 20:50

$lite at Citi TMT conference today: "Scale across is one, scale out is 10 in bandwidth, scale up is 100, scale in is 1,000 ... as intensity of optical demand increases, and with XPU numbers going up, I would say Lumentum's best days are yet to come". Scale-in refers to optical connectivity moving progressively closer to compute and memory, covering die-to-die and die-to-memory links shorter than one metre. Funda has been briefing clients this week as industry discussions have accelerated across Lumentum, Coherent, Marvell, imec and several optics startups.