The leader of optical communication in the US stock market, Lumentum, states: Capacity will be sold out by 2028, and this cycle will last at least 5 years
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Author:小编   

Michael Hurlston, CEO of Lumentum, the leader in optical communication on the US stock market, stated on Friday that demand for the company's optical components from tech giants is growing rapidly. At this rate, its full-year capacity for 2028 will be sold out in just two more quarters. Hurlston mentioned that the capital expenditures of several hyperscale cloud providers in the United States are substantial and show no signs of slowing down, making it difficult for the company's capacity to meet demand. He also predicted that this industry cycle will remain robust for at least another 5 years.