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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

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.

Optical interconnect startup CScale has launched with $188 million in funding from investors including Nvidia and Intel Capital to support large-scale AI cluster development.

Marvell Technology unveiled 2nm optical interconnects and a 102.4T co-packaged optics platform at ECOC 2026 to support next-generation AI data center bandwidth requirements.
