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Moment

Co-Packaged Optics Becomes an Order Book

2026年11月12日 1 分钟阅读

Lumentum reports 136.5% growth and a second commitment above $5 billion, moving CPO from route to revenue.

Lumentum reported fiscal first-quarter revenue of $1.263 billion, up 136.5% year on year, and guided the next quarter to $1.575-1.625 billion, disclosing a second large near-packaged and co-packaged optics project with purchase commitments above $5 billion. Coherent’s orders extend to 2028. Hong Kong-listed optics names rallied against a falling market on 11 November 2026, with CIG up more than 23%, Zhongji Innolight nearly 14% and YOFC more than 13%, while the Hang Seng fell 0.98% and the Hang Seng Tech index 1.41%. The strategic reading is that co-packaged optics is taking share from electrical interconnect, which is also the commercial context for Microsoft’s lobbying against a transceiver ban. Orders and intentions should still be distinguished when citing the commitment figures.

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