Lumentum 在 2026年8月 发布的内容

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…

News Details

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