How long are Lumentum's optical components sold out?

According to CEO Michael Hurlston, they are "completely sold out" through early 2029.

What products are affected?

Lumentum supplies advanced indium phosphide devices for high-speed cloud computing and data transmission.

Who invested in Lumentum?

Nvidia invested $2 billion in Lumentum earlier this year, along with rival Coherent.

AI Stocks & MarketsAI Business & IndustryJapan Times Tech19m agoOct 9, 2026, 13:00 JST

Lumentum sold out through early 2029 on AI demand

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3 Key Points

What happened
CEO Michael Hurlston said Lumentum's optical components are "completely sold out" through early 2029, and the company cannot address 30% of demand for some products through 2028.
Why it matters
The shortage suggests AI data center buildouts are straining the supply of specialized optical parts, potentially slowing deployments for cloud operators.
What to watch
Full capacity is expected to remain sold out through early 2029, though Hurlston said six months ago that Lumentum was on track to sell out by 2028.

WHO IT HITSAI data center operators and cloud providers may face longer lead times for optical components, potentially delaying data center expansions. Lumentum's investors and customers should note the demand signals.

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Context & Analysis

Lumentum's supply crunch comes as tech companies race to build faster AI data centers, driving demand for specialized optical components. The company received a $2 billion investment from Nvidia earlier this year, along with rival Coherent, underscoring the strategic importance of its technology. Analysts on average expect Lumentum's sales to more than double this year. This demand surge has pushed Lumentum's capacity to its limits. Six months ago, Hurlston said Lumentum was on track to sell out its capacity by 2028.

FAQ

How long are Lumentum's optical components sold out?: According to CEO Michael Hurlston, they are "completely sold out" through early 2029.
What products are affected?: Lumentum supplies advanced indium phosphide devices for high-speed cloud computing and data transmission.
Who invested in Lumentum?: Nvidia invested $2 billion in Lumentum earlier this year, along with rival Coherent.

Japan Times TechRead Original Article

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