LITE: AI and cloud growth are driving record optical demand, capacity expansion, and higher 2028 EPS targets
AI-driven demand is fueling exponential growth in optical networking, with persistent supply shortages and strong pricing. Major capacity expansions and new product wins are underway, especially in high-power lasers, CPO/NPO, and OCS, supporting raised 2028 EPS guidance and a bullish long-term outl…
AI-driven demand is fueling exponential growth in optical networking, with persistent supply shortages and strong pricing. Major capacity expansions and new product wins are underway, especially in high-power lasers, CPO/NPO, and OCS, supporting raised 2028 EPS guidance and a bullish long-term outl…