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Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025

1. Lumentum launched advanced InP photonic chips for AI-driven data centers. 2. New technologies promise higher bandwidth and energy efficiency.

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Why Bullish?

The advancements suggest a competitive edge in the growing AI infrastructure market, potentially increasing LITE's customer demand. Historically, similar innovations have led to significant sales increases for tech companies involved.

How important is it?

Innovations in photonic chips align with market demands, likely affecting LITE's operational landscape positively and promoting collaboration or partnerships.

Why Long Term?

As AI-driven data centers expand, Lumeitun's innovations could lead to sustained growth for years, similar to trends seen following previous technological breakthroughs within the sector.

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LITEMCHPACIA
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today new advancements in foundational indium phosphide (InP) photonic chip technologies designed to deliver higher bandwidth and more power efficient connectivity for next-generation AI-driven data centers. Lumentum's latest InP innovations — enabling future 400 Gbps-per-lane optical links, more efficient 200 Gbps-per-lane opt.

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