Lumentum Management Sees Optical Supply Gap Extending Through 2028

Lumentum management expects up to 70% of demand for some optical products to go unmet next year, with the supply gap potentially lasting through 2028 as AI data centers require faster connections. The company produces optical and photonic hardware used to transmit data inside high-performance computing facilities. Its AI infrastructure products include advanced lasers and indium-phosphide technology for optical links. The supply pressure comes as data-center connectivity shifts from traditional copper connections toward optical systems. Near-packaged optics and co-packaged optics are entering mainstream use as demand for optical connectivity rises.

Source: TokenPost