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.

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