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Lumentum CEO says optical components are sold out through early 2029
Lumentum CEO Michael Hurlston said the company's optical components are "completely sold out" through early 2029 on demand from tech companies building AI data centers. He said Lumentum is unable to meet about 70% of demand for some products through next year and won't be able to address 30% of demand for some other products through 2028.
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Technology AI Facebook X LinkedIn Email Link Gift Facebook X LinkedIn Email Link Gift Gift this article Contact us: Provide news feedback or report an error Confidential tip? Send a tip to our reporters Site feedback: Take our Survey New Window Facebook X LinkedIn Email Link Gift By Takashi Mochizuki , Shery Ahn , and Mari Kiyohara October 9, 2026 at 12:24 AM UTC Updated on October 9, 2026 at 1:53 AM UTC Bookmark Save Takeaways by Bloomberg AI Lumentum Holdings Inc. ’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data cen…