Lumentum称UHP激光器需求仍超供应，Spectrum-6需求增加
Serenity称Lumentum在ECOC 2026期间表示，英伟达Spectrum-6 CPO对UHP激光器需求增加且供不应求；Win Semi计划扩产CW激光器。
CPO
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Serenity称Lumentum在ECOC 2026期间表示，英伟达Spectrum-6 CPO对UHP激光器需求增加且供不应求；Win Semi计划扩产CW激光器。