["White-Haired Stock God" Serenity: Demand for Optical Module Lasers Continues to Exceed Supply, Benefiting NVIDIA] Odaily Planet Daily News: "White-Haired Stock God" Serenity posted on the X platform, stating that during a meeting between Lumentum and Stifel at ECOC 2026, it was revealed that NVIDIA's Spectrum-6 CPO has shown a significant increase in demand for ultra-high-power (UHP) lasers, with UHP laser demand still exceeding supply. Additionally, Lumentum mentioned that the scale of NPO is larger 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 gradually launch in the second half of 2026 and potentially contribute significant revenue in 2027 and 2028.