Lumentum, a major US optical module manufacturer, reported a record-breaking third fiscal quarter with revenue soaring 90% year-over-year to $808 million. The company also saw significant improvements in profitability, with gross and operating margins increasing substantially quarter-over-quarter. Demand for components essential for GPU clusters, such as co-packaged optics and optical path switches, is far exceeding supply, leading to orders being booked through 2028. AI
影响 Highlights a critical bottleneck in AI infrastructure supply chains, indicating sustained high demand for AI hardware components.
排序理由 Report on a major component supplier for AI infrastructure experiencing demand far exceeding supply, with orders extending years into the future. [lever_c_demoted from significant: ic=1 ai=0.7]
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