CO COHR Coherent Corp. 로딩 중... : 애널리스트의 강세 및 약세 의견

Even with massive internal expansion, Lumentum is undershipping demand for pump lasers, narrow linewidth lasers, and EMLs by more than 30% and having to allocate supply to customers. — Persistent industry-wide laser and component shortages signal pricing power and potential revenue upside for Lumentum's laser competitors and indicate the AI supply chain remains heavily constrained.