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“800G modules are becoming the mainstream model, while 1.6T module ramp-ups are beginning in full scale.”
@pequityresearch
800G+ transceiver supercycle drives Lumentum revenue 90% YoY with supply-constrained demand and two unramped product cycles ahead.
LITELONG@ $805.09
$725.48-9.89%
since call Jun 27
peak +5.2%
TIMESTAMPS
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