Money
Lumentum Faces Production Backlog Through 2029
Lumentum has sold out its production capacity through early 2029, with customers already securing supply for 2030 due to high demand for optical I/O interconnects.
October 12, 2026, 04:28 AM·IT之家
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Money
Lumentum Faces Capacity Crunch Through 2029 Amid AI Boom
Lumentum has sold out its optoelectronic component capacity through 2029 as demand from AI data center developers continues to outpace production.
Crypto Briefing
Money
Lumentum Outpaces Tech Giants Amid AI Infrastructure Surge
Lumentum stock has surged 570% over the past year, outperforming major tech firms as demand for its optical components for AI infrastructure continues to grow.
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