LITE, COHR, AAOI, and POET Rally in Overnight Trading After Lumentum CEO Cites Sold-Out 2029 Order Book
Yahoo Finance ·
Optical component equities surged during Thursday evening trading following remarks from Lumentum Holdings Inc. Chief Executive Officer Michael Hurlston, who announced that optoelectronic manufacturing capacity is fully booked through early 2029. Shares of Applied Optoelectronics Inc. advanced 3%, while Lumentum and Coherent Corp. both climbed roughly 1.4%, and POET Technologies added nearly 1%. During a Bloomberg interview in Tokyo, Hurlston indicated that the enterprise faces persistent supply deficits, anticipating a 30% supply deficit for select product lines through 2028 amid unprecedented artificial intelligence data center expansion. This follows substantial backing earlier in the year, when Nvidia Corp. poured $2 billion into both Lumentum and Coherent to secure critical optical infrastructure. Expanding output presents logistical hurdles, requiring a three-to-five-year horizon for new facilities. Driven by the broader artificial intelligence boom, year-to-date gains have been dramatic, with LITE soaring 185%, COHR advancing 64%, and AAOI leaping 204% as market enthusiasm remains robust.
AI 시장 분석
Following the Lumentum CEO's announcement that optical components are completely sold out until early 2029, related stocks such as LITE, COHR, AAOI, and POET rallied simultaneously in after-hours trading. Driven by explosive demand from AI data center infrastructure expansion, some products are expected to face a 30% supply shortage through 2028. Coupled with NVIDIA's massive investments, earnings growth for related companies is anticipated.
상승 영향
- AI — The Lumentum CEO stated that optical components are sold out until early 2029, surging AI data center infrastructure demand and ensuring earnings growth for related companies.
- Semiconductors — NVIDIA invested $2 billion each in Lumentum and Coherent, highlighting the value of core high-speed data transmission components and generating expected benefits.
DYAX 전담 분석
With Lumentum's optoelectronic products sold out through early 2029, high-speed networking component demand for AI data centers is expected to directly drive earnings growth. Stock price gains are evident, with AAOI up 3% and LITE and COHR up about 1.4%, proving strong fundamentals aligned with NVIDIA's $2 billion investment backdrop.
Production capacity is failing to keep up with demand, and the supply shortage rate is projected to reach 30% by 2028. Since expanding new factories takes 3 to 5 years, short-term resolution is difficult. Investors should monitor the pace of additional capacity expansion alongside long-term capital expenditure commitments from hyperscalers.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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