From Optical Interconnect Veteran to All-Round Enabler, What Makes Lumentum Special?
An article by Dolphin Research breaks down Lumentum: its share price has risen nearly tenfold in one year, its market value exceeds 70 billion US dollars, and Nvidia invested 2 billion US dollars for a stake in March 2026. The article argues that no matter how optical module form factors change, the position of high-value, barrier-protected optical engines remains solid.