Lumentum - AI Boom Drives Growth!
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Business Driver: Lumentum Holdings (LITE) specializes primarily in optical components, sensors, and modules for high-speed communication networks. As a result, the company is currently benefiting massively from the continued expansion of cloud and data center capacities within the framework of the AI boom. Lumentum is also strongly positioned in laser systems and 3D sensor solutions for industrial applications, as well as in the medical technology sector. Recently, in the completed Q2, the company surprised with a significant increase in adjusted...
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