Campaign 1: INTACT, provisional

Update

Campaign 1: INTACT, provisional

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-optical-supercycle-review
  • Source: Campaign thesis review; receipt selector U:LITE. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: The optical constraint remains a working hypothesis, but current supplier allocation and margin evidence is required before promotion.
  • Effect on thesis: COHR/LITE allocation, capacity and margin evidence demonstrates conversion into supplier economics.
6 events
DateTypeEvent
Sep 6 ArticleLumentum: optical demand and product ramps Sep 6 ArticleCoreWeave: delivered growth and financing demands Sep 6 ArticleCoherent: optical growth and capacity expansion Sep 6 ArticleMPS: power conversion reaches customers Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short Sep 2 tweetSerenity - Broadcom's CEO: laser demand "far surpassing supply"

No direct external sources are attached to this read.