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“before moving directly from 1.6T to 3.2T, the industry may take an intermediate step through 2.4T.”
@damnang2
A 2.4T intermediate step prolongs the 1.6T optical supercycle, extending Lumentum's supply-constrained demand window before the industry retooling to 400G/lane.
LITELONG@ $820.16
$723.46-11.79%
since call Jun 27
peak +5.2%
in postLONG
“before moving directly from 1.6T to 3.2T, the industry may take an intermediate step through 2.4T.”
@damnang2
An intermediate 2.4T step delays 400G-lane optics and extends the 1.6T supercycle, compounding Coherent's already-ramping transceiver volumes.
COHRLONG@ $371.31
$257.77-30.58%
since call Jun 27
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