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Lumentum reportedly locked in $87M of indium phosphide wafer capacity through 2031, a move interpreted as securing supply and crowding out competitors amid surging hyperscaler demand for ultra-high-power lasers.
Research →Citi reportedly identifies $COHR as a beneficiary of the AI infra shift to networking and optics. a16z’s new AI hardware fund also lists $COHR among its investment targets across the physical stack.
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