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Optical communication leader Lumentum expects orders to be fully booked until 2028 and plans to invest an additional $100 million in Japan
2 day ago /
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Author：小编
Lumentum, the optical communication leader backed by Nvidia's investment, stated that the demand for its optical communication components from giant U.S. AI data centers has surged, with orders already booked until 2028. The company is accelerating production expansion but still struggles to meet demand. Lumentum will invest an additional $100 million in Japan, which may increase to approximately $250 million, to boost production capacity.
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