Lumentum said that optoelectronic component capacity sellouts may continue until 2029 year
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AT A GLANCE
Lumentum said that optoelectronic component capacity was nearly sold out and that tight supply may continue until around 2029 year.
Article
Lumentum Lumentum: Strong demand for optoelectronic components; “capacity sold out” conditions will continue until 2029 year
BlockBeats reported that,October 9, as technology companies compete to build faster AI data centers,Lumentum stated that nearly all of its optoelectronic component capacity has already been booked, and the situation will continue until around 2029 years.
Earlier this year, Nvidia invested in the company 2000000000 USD，Lumentum which mainly supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.Lumentum CEO Michael Hurlston said that next year the company will be unable to meet approximately 70%of product demand, and that by 2028 there will still be 30%unmet. Hurlston previously said that the company was expected to achieve capacity sellout by 2028 Hurlston said: “We are working as hard as we can to catch up and expand capacity as quickly as possible, but compared with customer demand, we are still far behind. Our capacity is completely sold out, and there is no sign of this ending in the short term.”
Original link https://m.theblockbeats.info/flash/370896
Key points
01
BlockBeats reported on October 9 that Lumentum said that nearly all of its optoelectronic component capacity had been booked, and the situation would continue until around 2029 year.
02
Lumentum mainly supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.
03
Lumentum CEO Michael Hurlston said that next year the company will be unable to meet approximately 70%of product demand, and by 2028 year there will still be 30%of demand unmet.
04
Michael Hurlston said that the company’s capacity is completely sold out and that it is expanding capacity.
05
The original text states “Nvidia invested in 2000000000 USD”, but does not clearly identify the investing party or the investment target.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
AI Data center construction has driven the optoelectronic component demand described in the article.Lumentum indicated that order demand exceeds current capacity, meaning that some product demand cannot temporarily be met.
Why it matters to readers
If the forecast in the article holds,Lumentum optoelectronic component supply will remain tight for the next several years, and customers may face delivery shortfalls.
This indicates that building AI data centers requires not only chips but also optoelectronic devices that support high-speed data transmission.
Risks and unknowns
The information comes from BlockBeats’ account, with no attached Lumentum original announcement, financial report, or interview record.
“Continue until around 2029 year” is a predictive statement in the report; the actual duration has not been confirmed.
Approximately 70%next year and 2028 before 30%years’ demand gaps are statements by a company executive and have not been corroborated by other sources.
Regarding the 2000000000 USD investment, the original text is unclear about the investing party and the target.
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Related concepts
optoelectronic components
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