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Lumentum Invested by NVIDIA: Optoelectronic Device Production Capacity Orders Already Booked Until 2029
1 day ago /
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Author：小编
Affected by the competition among tech companies to build high-speed AI data centers, Lumentum Holdings Inc.'s production capacity for optoelectronic devices is nearly sold out, with orders already booked until 2029. Earlier this year, NVIDIA invested $2 billion each in Lumentum and its competitor Coherent. Lumentum specializes in advanced indium phosphide devices that support high-speed cloud computing and data transmission. Company CEO Michael Hurlston stated in Tokyo on Friday that there remains approximately 70% unmet demand for some products next year, with a 30% demand gap for certain products persisting until 2028.
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