What Lumentum shipped in 2026

News Details

Lumentum announced its speaker lineup for the 2026 OCP Global Summit, focusing on external laser sources, VCSELs, and optical circuit switching for AI networks. The event, themed 'Scaling Innovation f…

Lumentum, Qualcomm, and Corning will jointly demonstrate a high-density die-to-die (D2D) optical interconnect architecture at ECOC 2026, combining Qualcomm’s D2D interface IP with Lumentum’s 1060 nm V

Lumentum announced it will demonstrate an eight-wavelength DWDM ELSFP laser module for OCI MSA applications at ECOC 2026, targeting CPO and NPO AI interconnects. The module supports eight simultaneous

Lumentum announced its speaker lineup for ECOC 2026 in Málaga, Spain, where its experts will discuss innovations in AI interconnects, silicon photonics, VCSELs, and optical networking. The event runs

Moving Gigabytes, Not Gigawatts: The Rise of AI Scale-Across Networking

Lumentum argues that AI infrastructure must scale across distributed data centers due to power, cooling, and land constraints, introducing the concept of 'scale-across' beyond traditional data center …

How Optical Connectivity Is Evolving in Scale-Out AI Networks

Lumentum details how optical connectivity is evolving to meet AI scale-out networking demands, moving from pluggable optics through near-packaged and co-packaged optics. The shift requires higher band…

Lumentum announced participation in five investor events between August 17 and September 10, 2026, including virtual and in-person conferences in the U.S. and Asia. Management will present at each eve

Lumentum promotes both VCSELs and indium phosphide lasers for co-packaged optics

Lumentum demonstrated a VCSEL-based co-packaged optics platform using gallium arsenide arrays, offering an alternate supply chain to indium phosphide lasers amid ongoing supply constraints. The compan…

Lumentum reported FY2026 revenue of $3.01B (up 83% YoY) and Q4 revenue of $1.01B (up 24.5% QoQ), driven by AI-driven demand for optical components. Non-GAAP net income reached $782.3M for FY2026, with

Lumentum announces upcoming leadership transition in quality unit

Lumentum Holdings announced that Vincent Retort, EVP of Global Reliability & Quality, will retire in October 2026. He will serve as a consultant for two years to ensure continuity in product reliabili…

Michael Hurlston Named Recipient of the 2026 Optica i4 Individual Achievement Prize - Finviz

Lumentum announced that CEO Michael Hurlston will receive the 2026 Optica i4 Individual Achievement Prize for his leadership in the optics and photonics industry. The award recognizes his contribution…

Lumentum announced CEO Michael Hurlston received the 2026 Optica i4 Individual Achievement Prize for his leadership in the optics and photonics industry. The award recognizes his contributions to adva

The InP Shortage That Could Halt AI Optical Interconnects: Why Lumentum Warned of a Crisis "Worse Than Memory" - XenoSpectrum

Lumentum CEO warned that indium phosphide (InP) laser supply shortages could surpass DRAM/NAND constraints, with a 30%+ supply-demand gap for EML and pump lasers persisting through 2026. NVIDIA’s $2B …

LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

Lumentum is scaling production of ultra-high-power laser chips for co-packaged optics (CPO) to meet AI data-center demand, positioning CPO as a long-term growth driver alongside its existing AI networ…

The Backbone of AI Infrastructure: Why Optical Components Will Define the Next Era of Data Centers

Lumentum argues that optical components—not just compute—are becoming the critical infrastructure for AI data centers due to bandwidth, latency, and power demands. Hyperscalers’ $725B 2026 capex plans…

Ask the Expert Video Series: Episode 4 with Matt Sysak

Lumentum releases the fourth episode of their 'Ask the Expert' video series, featuring an interview with Matt Sysak.

Reliability Becomes the New Currency: How CPO Is Rewriting Laser Performance

Lumentum introduced its UHP Laser platform, derived from long-haul laser technology, to power External Laser Source (ELSFP) solutions for co-packaged optics (CPO) in AI networking. The platform target…

Rome AI ethics conference features Lumentum execs on key panels - Stock Titan

Lumentum announced that Chair Penny Herscher and CEO Michael Hurlston will speak at the Rome Conference on AI, Ethics, and Governance (June 18–20, 2026). The event focuses on AI’s evolving impact, wit…