Hardware2 hOctober 13, 2026, 10:56

Taiwan optical suppliers post record sales as Lumentum warns of shortages

Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales amid rising demand for high-speed connectivity in AI data centers. Lumentum warned of component shortages.

Digitimes

Open source

Taiwan optical suppliers post record sales as Lumentum warns of shortages

EZconn and LuxNet reported record monthly sales
Revenue grew in September and Q3 2026
Demand for high-speed AI data center connectivity drives growth
Lumentum warned of optical component shortages

#EZconn#LuxNet#Lumentum

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