2026
- Broadcom Makes Lasers?
Broadcom's InP fab, EMLs at 1.6T, full-stack CPO play, and comparing against Lumentum and Coherent
- Lumentum and the Laser Bottleneck
Lumentum is winning and still can't keep up. Coherent is closing in. Earnings, sell-side sentiment, and the tensions to track.
