Lumentum Optical I/O Capacity Sold Out Through 2029 Amid AI Compute Demand Surge

1 reports archived1 independent sourcesupdated 10/12/2026, 09:28:30

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Lumentum reports its high-speed optical I/O capacity is sold out through early 2029, with customers already booking supply for 2030. CEO Michael Hurlston notes that next year's production will meet only 30% of demand for certain products, as expansion efforts lag behind AI-driven growth. The company is accelerating global manufacturing and eyeing a chip-level optical interconnect market expected to surge by 2029.

LATEST/Lumentum reports its high-speed optical I/O capacity is sold out through early 2029, with customers already booking supply for 2030. CEO Michael Hurlston notes that next year's production will meet only 30% of demand for certain products, as expansion efforts lag behind AI-driven growth. The company is accelerating global manufacturing and eyeing a chip-level optical interconnect market expected to surge by 2029.

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IT之家 · IT业界T2·Oct 12, 09:2868 pts
Lumentum Optical I/O Capacity Sold Out Through 2029 Amid AI Compute Demand Surge
- Lumentum's capacity is sold out through early 2029, with customers booking supply for 2030.
- Production will meet only 30% of demand for some products next year, with expansion lagging behind needs.
- Chip-level optical interconnects are identified as a key future opportunity, expected to surge by 2029.
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