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Digitimes October 13, 2026 By Sherri Wang positive

Taiwan optical suppliers post record sales as Lumentum warns of shortages

AI / LLMSupply ChainData Center
Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed connectivity in AI data centers continued to rise. The results come as US optical component maker Lumentum warns that its production capacity is booked into early 2029, with significant supply shortages expected to persist for several years.
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