Lumentum says UHP laser demand continues to exceed supply; Spectrum-6 demand increases

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“White-Haired Stock Trading God” Serenity: Demand for optical-module lasers continues to exceed supply, and demand for NVIDIA Spectrum-6 has increased significantly

PANews, September 23 — “White-Haired Stock Trading God” Serenity posted on X that Lumentum said during a meeting with Stifel at ECOC 2026 that demand for ultra-high-power (UHP) lasers for NVIDIA Spectrum-6 CPO had increased significantly, and that demand for UHP lasers continued to exceed supply. In addition, Lumentum said that NPO is larger in scale than CPO, and that multi-wavelength external lasers will drive up the average selling price of products. Serenity also cited a Digitimes report stating that Win Semi is expanding continuous-wave (CW) laser capacity. Related products are expected to be gradually launched in the second half of 2026 and may contribute significant revenue in 2027 and 2028.

Source: https://www.panewslab.com/zh/articles/01a0cea6-4238-712d-8912-b7c5272d8ccf

Key points

Serenity said Lumentum stated that demand for UHP lasers for NVIDIA Spectrum-6 CPO has increased significantly.
Lumentum said demand for UHP lasers continues to exceed supply.
Lumentum said NPO is larger in scale than CPO, and that multi-wavelength external lasers will drive up the average selling price of products.
Serenity cited a Digitimes report stating that Win Semi is expanding CW laser capacity.
Related CW laser products are expected to be gradually launched in the second half of 2026 and may contribute significant revenue in 2027 and 2028.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

UHP and CW lasers are types of lasers used in optical modules. The article says that related demand is higher than supply and that some companies are expanding capacity.

Why it matters to readers

If demand continues to exceed supply, laser capacity expansion and changes in product prices could affect the revenue of related companies.

This indicates that demand for artificial intelligence networking equipment may drive changes in the optical-module laser supply chain.

Risks and unknowns

The information comes from Serenity’s post on X and includes secondhand accounts of the Lumentum meeting and a Digitimes report.
The statement that these products may contribute significant revenue in 2027 and 2028 is currently expressed only as a possibility.

Lumentum says UHP laser demand continues to exceed supply; Spectrum-6 demand increases

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