LITE

Mentioned in 19 stories across 8 weeks · top score 55 15 2 2

Stories mentioning LITE

Week 4	Nvidia and Corning Expand US Optical Manufacturing for AI Infrastructure	55	medium	called up	played out
Week 15	Nvidia Puts Vera Rubin AI Racks Into Full Production, Sets 1,000 Daily Capacity	52	medium	called up	not checked
Week 16	Corning Shares Drop 14% on Third-Quarter Sales Guidance Below Estimates Despite Second-Quarter Beat	48	medium	called down	not checked
Week 15	Nvidia Launches Vera Rubin AI Platform Delivering 10 Times Performance Per Watt	45	medium	called up	not checked
Week 15	CoreWeave Data Show Nvidia Vera Rubin Chip Delivers 10 Times More Tokens Per MW Than Blackwell	45	medium	called up	not checked
Week 7	Nvidia Seeks 20x InP Laser Capacity Increase by 2030 for Co-Packaged Optics, Rosenblatt Checks Show	45	medium	called up	played out
Week 5	Furukawa Electric Jumps Another 15% as Nvidia's Corning Stake Lifts Optical-Fiber Suppliers	45	medium	called up	mixed
Week 16	AXT Beats Q2 Earnings on Record Indium Phosphide Sales, Shares Jump 27% After Hours	42	medium	called up	not checked
Week 13	Lumentum Doubles Third-Quarter Revenue to $808.4 Million, Raises Guidance to $1 Billion on AI Optics Demand	42	medium	called up	played out
Week 15	Nvidia Launches Vera Rubin AI Platform Delivering 10x Efficiency Gains, Challenging AMD and Intel	40	medium	called up	not checked
Week 4	Lumentum Reports $808.4 Million Third-Quarter Revenue, Guides Q4 Sales Up to $1.01 Billion	40	medium	called up	played out
Week 16	U.S. Grants GlobalFoundries $300 Million for Silicon Photonics Research, Takes 1% Equity Stake	30	small	called up	not checked
Week 5	Tower Semiconductor Forecasts Upbeat Revenue After $1.3 Billion in AI Chip Deals	30	small	called up	mixed
Week 16	Nvidia, Broadcom Start Mass Production of Co-Packaged Optics Switches	28	small	called down	not checked
Week 16	Lumentum CEO Flags Tighter Indium Phosphide Shortage Than Memory As AI Rack Laser Demand Hits 8,000	28	small	called up	not checked
Week 13	TSMC Raises Photonic Chip Capacity to 10,000 Wafers a Month, 78 Million Chips a Year	28	small	called mixed	mixed
Week 11	China Approves Only Limited Indium Phosphide Substrate Exports, Global Backlog Grows	28	small	called mixed	no follow-up
Week 10	China Clears 4,000 InP Substrates in First 2026 Export Batch, Easing Optical-Communications Bottleneck	28	small	called up	fizzled
Week 15	Nebius Installs First Full Nvidia Vera Rubin Rack With 72 GPUs and 36 CPUs in Finland	24	small	called up	not checked