Lumentum Holdings reported that strong demand from AI data centers has fully booked its production capacity through early 2029, causing supply shortages. The company expects to miss about 70% of demand for certain optical and laser components next year, with some shortages lasting until 2028. Despite investments in new manufacturing facilities in the US and Japan, output increases will take time, highlighting ongoing supply constraints amid growing AI infrastructure needs. This reflects the broader pressure on specialized component makers as AI data center spending surges.
Lumentum's shares are trading strongly on Pluang, priced at USD 1,126.67 as of Oct 09, 2026 22:11 WIB, showing a 7.45% gain in one day. The stock's market cap stands at $94.99 billion, reflecting significant investor interest. All current Pluang orders are buys, indicating strong demand for Lumentum amid its production capacity challenges.
Lumentum is experiencing a surge in demand driven by high-speed optical networking's critical role in AI data centers, facing supply shortages for some products through next year. This demand-supply gap supports higher profit margins through fiscal 2...
Optical component makers like Lumentum, Applied Optoelectronics, and Coherent saw their stocks rise sharply after Lumentum announced its optical capacity is sold out through early 2029 due to high AI data center demand. This strong demand reverses re...
Optical component stocks like Applied Optoelectronics, Coherent, and Lumentum are dropping between 4% and 9% after a year of strong gains driven by demand from AI data centers. The selloff reflects profit taking, especially in stocks that surged the ...
Lumentum, a maker of optical and photonic products, reported a record $1.01 billion revenue in Q4 fiscal 2026, up 109% year-over-year, with non-GAAP net income rising 267% to $326.3 million. The company also provided strong guidance for Q1 2027, expe...
