Lumentum

Lumentum@LumentumOptics industryOptics and AIAI score3737

Lumentum CEO Michael Hurlston joined the debut episode of @LizClaman's new series "Claman's Power Players" to discuss the surge in demand for optical technologies driving the AI data center buildout. Watch now on @FoxBusiness: https://www.foxbusiness.com/video/6406988639112

Advanced Fiber Resources to Acquire 99.97% of Passive Optical Component Maker Anjiexun for RMB 1.64 Billion

Following Sha Shuli's withdrawal from the transaction, Advanced Fiber Resources will adjust the acquisition target to a 99.97% stake in Suzhou Anjiexun, with a transaction price of about RMB 1.6395 billion and an appraised value of about RMB 1.650 billion for all of Anjiexun's equity. Consideration will be paid through share issuance, convertible bonds and cash, with the cash portion at about RMB 492 million.

Lumentum@LumentumOptics industryOptics and AIAI score4848

Before October 15, visit booth B34 at the 2026 OCP Global Summit to see a rack-scale optical PCIe link demonstration featuring Astera's Scorpio smart fabric switch, @Lumentum's 1060 nm VCSEL-based optical interconnect solution, and Corning's multimode fiber connectivity solution. 🔗 https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Astera-Labs-and-Corning-to-Demonstrate-1060-nm-VCSEL-Based-PCIe-over-Optics-for-AI-Rack-Scale-Connectivity-at-the-2026-OCP-Global-Summit/default.aspx

Lumentum CEO: 2029 Capacity Almost Fully Booked

Lumentum CEO Michael Hurlston said in an interview in Tokyo that about 70% of demand for some products will remain unmet next year, while other products still face a 30% demand gap through 2028. The company's 2029 capacity is almost fully booked, and it is ramping production at full speed.

Lumentum Capacity Under Strain: What Businesses Beyond EML and CW Lasers Drive Its Strength

An article by Haitun Jun continues the breakdown of Lumentum: EML secures the core profit base of pluggable optical transceivers, while high-power discrete lasers, UHP CW, bet on next-generation CPO/NPO architectures. With supply and demand severely mismatched for high-end laser chips, leading manufacturers with in-house capacity simultaneously benefit from price increases, long-term orders and rising gross margins.

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.

Omdia: AI Compute Interconnect Drives Optical Network Market to 25-Year High

Omdia's Ian Redpath said optical networking has entered an AI infrastructure supercycle, with market size reaching a 25-year high.

Optical Interconnect Watch: Why OCS Became the Focus of CIOE

C114 explains the principles and industry landscape of optical circuit switches (OCS) and why they became a highlight of CIOE.

Upstream Bottlenecks Behind the Optical Interconnect Performance Surge

C114 analyzes the upstream bottlenecks in optical chips, materials and other areas behind the surge in optical interconnect performance.

Optical Module Leaders' Half-Year Results: Supply Chain Under Pressure, High Prosperity Continues

C114 examines the half-year results of optical module leaders: the supply chain remains under pressure, but strong industry momentum continues.

ITI Urges FCC Not to Sweep Optical Modules Onto Restricted List

The US Information Technology Industry Council (ITI) has written to the FCC, urging it not to blanket-list optical modules as restricted items.

Cignal AI Raises OCS Market Forecast: Over $8 Billion by 2030

Cignal AI has raised its forecast for the optical circuit switch market, projecting that it could exceed $8 billion by 2030.

LightCounting: AI Momentum Holds as More Suppliers Enter

LightCounting says AI demand remains strong as more suppliers enter the optical module market.

Nokia Bets on AI Optical Interconnect

Nokia is stepping up its optical interconnect business amid the AI supercycle.

Data Center Buildout Drives Surge in EML Demand

EML demand is tied to the optical communications speed upgrade cycle, with a concentrated surge in data center interconnects.

Lumentum: NPO Is Incremental, CPO Is the End Game

Lumentum said NPO represents an incremental market, while CPO is the ultimate form.

AOI Continues to Expand 800G and 1.6T Optical Module Capacity

AOI says demand remains strong and it will continue to expand capacity for 800G and 1.6T optical modules.

US FCC Plans to Ban Imports of Optical Modules Made in China

The US FCC plans to prohibit imports of optical modules manufactured in China.

Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable

Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.

Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable

Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.