Research Feed
Six independent confirms: AI datacenter optical supply-demand imbalance through 2027
The Pattern COHR Q2 earnings: book-to-bill >4x, calendar 2026 booked out, 2027 filling fast, visibility "best it's ever been." Not an isolated signal. Sixth independent confirmation across the optical supply chain: - GLW (fiber): Meta $6B deal, optical +35% YoY, hyperscale growth "significantly fast
Coherent Q2: Growth Decelerating Into Q3 as Lumentum Takes Share
Coherent (COHR) reported strong Q2 datacenter growth (34% YoY) but Q3 guidance signals deceleration to +5% QoQ sequential growth (midpoint $1.77B vs Q2 $1.69B). Market sold off -7.9% on Feb 4 while competitor Lumentum (LITE) rallied +7.0% on Feb 3, signaling competitive share loss concerns. Key tens