Lumentum
Lasers and optical components for AI datacom
Lumentum supplies the lasers (EML, CW light sources), chips, and optical components that go into the high-speed transceivers used in AI data-center networks. AI-driven demand for 800G/1.6T optics and external laser sources for co-packaged/optical-I/O designs has re-accelerated its datacom business. It is expanding capacity and moving into transceiver assembly to capture more AI networking value.
Products
EML/CW lasers, optical chips
Growth
800G/1.6T + external laser sources
Move
Expanding into transceiver assembly
How it fits the stack
Lumentum with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Lumentum in the AI stack. Lumentum with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 3 entities, 3 relationships
- Lumentum —sources→ Gallium
- InnoLight (Eoptolink peer) —supplies→ Lumentum
- InnoLight (Eoptolink peer) —sources→ Lumentum
Depends on ↑ · 1