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[News] AIXTRON Received Multiple Orders from Lumentum Due to AI Optical Communication Boom
What happened
AIXTRON and Veeco secured significant orders from Lumentum and other customers for InP laser production equipment to support AI data center capacity expansion. These orders, including Veeco's over $250 million deal, are driven by surging demand for 800G and 1.6T optical modules. Bullish: AI infrastructure upgrades are triggering a new investment cycle for high-speed optical interconnect manufacturing equipment.
Impact and signal
High impactImpact score: 75/100
Affected components and suppliers
AIXTRONLumentumVeeco
shortagecapacity-expansionAI-optical
Source and time
Source: TrendForce · 5/28/2026 · View original source
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