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Lumentum says its optical parts are sold out through early 2029

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Lumentum Holdings' chief executive says the company's optical components are completely sold out through early 2029, citing demand from technology companies seeking faster AI data centers, according to a Bloomberg report.

The report relays the CEO's statement; it does not include independent verification of the sold-out status or of order volumes.

Written by AI from the articles below · updated Oct 8, 10:48 PM ET

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Oct 8
  1. Bloomberg · Technology
    Lumentum Sold Out of AI Server Optical Parts Through Early 2029

    AILumentum Holdings' optical components are completely sold out through early 2029, according to its chief executive officer. Demand is coming from technology companies seeking faster AI data centers.

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