"White-Haired Stock God" Serenity: Demand for Optical Module Lasers Continues to Exceed Supply, NVIDIA Spectrum-6 Demand Significantly Increasing

"White-Haired Stock God" Serenity posted on the X platform, stating that Lumentum revealed during discussions with Stifel at ECOC 2026 that NVIDIA Spectrum-6 CPO has shown a significant increase in demand for ultra-high-power (UHP) lasers, and the demand for UHP lasers continues to exceed supply. Additionally, Lumentum mentioned that NPO is larger in scale than CPO, and multi-wavelength external lasers will drive up the average selling price of products. Serenity also cited a Digitimes report indicating that Win Semi is expanding its production capacity for continuous wave (CW) lasers, with related products expected to be gradually launched in the second half of 2026, potentially contributing substantial revenue in 2027 and 2028.