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Nomura Research Report Analysis: Lumentum Earnings Confirm Persistent Optical Chip Shortage, Chinese Suppliers Welcome… - 深潮TechFlow

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www.techflowpost.com 2026-08-13

Nomura’s latest research report confirms that Lumentum’s Q4 FY26 financial results further validate the structural trend of global optical chip supply shortages. Lumentum’s Q2 FY26 revenue surged 109% YoY to $1.01 billion, with strong demand for all laser product categories, particularly narrow-line

Optical Chip Shortage AI Data Centers Laser EML Laser CW Laser Silicon Photonics Optical Module Supply Chain Management

Q3 memory prices rose more than expected, and HBM profitability is projected to catch up with that of standard DRAM next year; Nomura has repeatedly raised its target prices for SK Hynix and Samsung. - 富途牛牛

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news.futunn.com 2026-06-25

Nomura Asset Management Co. Ltd. Has $37.72 Million Stake in Synopsys, Inc. $SNPS - MarketBeat

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www.marketbeat.com 2026-06-01

Nomura Asset Management Co. Ltd. Increases Stake in Texas Instruments Incorporated $TXN - MarketBeat

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www.marketbeat.com 2026-06-01

Qualcomm Incorporated $QCOM Shares Sold by Nomura Asset Management Co. Ltd. - MarketBeat

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