Credo rises, Lumentum, Coherent fall, as Broadcom puts weight behind attached copper

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Credo rises, Lumentum, Coherent fall, as Broadcom puts weight behind attached copper

By Chris Ciaccia
Publication Date: 2026-03-05 13:45:00

Broadcom backs copper interconnects over co-packaged optics for AI data centers, citing lower latency, power and cost; see AVGO’s impact on CRDO, LITE, COHR.

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