Server & optical semi (NVDA,COHR,LITE,MRVL,AVGO): strong 2Q AI product demand; robust early ’26 optical transceiver orders Jul 2025
admin –
July 18, 2025
Based on our primary research, the demand for AI servers/racks, 800G Ethernet switches & Trainium 2 remained solid in 2Q. Strong demand for 800G transceivers will extend into ’26 while 1.6T transceivers began ramping in volume…
