Hardik Shah
2026.05.28 12:57

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Rosenblatt Sees Optical Component Supply Lagging AI Demand Through 2030 - $Applied Optoelectronics(AAOI.US) $Broadcom(AVGO.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Optical component production capacity projected to expand nearly ๐Ÿ๐Ÿ๐ฑ by ๐Ÿ๐ŸŽ๐Ÿ‘๐ŸŽ.

โžค Supply still expected to remain ~๐Ÿ“๐ŸŽ% below ๐€๐ˆ-๐๐ซ๐ข๐ฏ๐ž๐ง demand through decade-end.

โžค Datacom optical component supply was already ~๐Ÿ“๐ŸŽ% short of demand in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“.

โžค Analysis covers ๐‹๐ฎ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ, ๐‚๐จ๐ก๐ž๐ซ๐ž๐ง๐ญ, ๐๐ซ๐จ๐š๐๐œ๐จ๐ฆ, and ๐€๐€๐Ž๐ˆ.

โžค AI infrastructure growth driving demand for ๐Ÿ–๐ŸŽ๐ŸŽ๐† and ๐Ÿ.๐Ÿ”๐“ optical transceivers.

โžค Critical components rely on expensive ๐ˆ๐ง๐๐ข๐ฎ๐ฆ ๐๐ก๐จ๐ฌ๐ฉ๐ก๐ข๐๐ž wafers costing thousands each.

โžค Rosenblatt expects ๐‚๐จ ๐๐š๐œ๐ค๐š๐ ๐ž๐ ๐Ž๐ฉ๐ญ๐ข๐œ๐ฌ shipments to begin in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–.

โžค Firm highlights ๐‚๐จ๐ก๐ž๐ซ๐ž๐ง๐ญ and ๐€๐ฉ๐ฉ๐ฅ๐ข๐ž๐ ๐Ž๐ฉ๐ญ๐จ๐ž๐ฅ๐ž๐œ๐ญ๐ซ๐จ๐ง๐ข๐œ๐ฌ as key beneficiaries.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

ยฉ 2026 Longbridge๏ฝœDisclaimer