Lumentum Holdings, Inc. engages in the provision of optical and photonic products. The company is headquartered in San Jose, California and currently employs 10,562 full-time employees. The company went IPO on 2015-07-23. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.
DustPhotonics 인수 이후의 Credo Technology: CRDO의 7억 5,000만 달러 규모 실리콘 포토닉스 인수와 Jefferies의 매수 권고가 AI 네트워킹 투자 논거를 재평가하는 이유
Credo (CRDO)는 DustPhotonics의 7억 5,000만 달러 규모 인수와 Jefferies의 매수 등급 개시로 15% 급등한 $157.69를 기록했습니다. 매수 의견, 목표가 $205 (30% 상승 여력). AI 네트워킹 선도 기업에 대한 Edgen 360° 4개 시나리오 분석.