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Coherent

Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)

Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)

Heritage determines the clear near-term winners in Space DC optical networking (2026–2029), while inter-orbit links represent the only category of truly incremental photonic demand.

12 min read 23 May 2026

Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution

Lumentum Holdings

31 min read 06 Nov 2025

Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution

Summary * Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–$670m; cloud/AI now >60% of mix, beating the $600m/quarter goal early. * Growth is structural as hyperscalers shift from copper scale-up to optical scale-out, accelerating 800G/1.6T transceiver demand. * LITE’s leadership