U.S. stock movement: Applied Optoelectronics surged on October 9 as Lumentum sold out and AI optical modules gained attention.
Bitget异动解读2026/10/09 08:35Appliance Optoelectronics October 9 Major Surge Interpretation
Keywords: Lumentum sold out, AI optical modules
1. On October 9, Lumentum's CEO stated that the company's optical device production capacity has been sold out until early 2029. For some products, around 70% of demand next year will still not be met, while for other products, 30% of demand will remain unmet until 2028. The tight supply situation in optical communications has driven attention to the sector.
2. On August 6, the company disclosed that it is a vertically integrated supplier of fiber optic network products, serving four market segments: internet and AI data centers, CATV, telecom, and fiber-to-the-home. The growth in bandwidth demand driven by AI and cloud computing is related to its high-speed optical communication product business.
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