From The Japan Times · No Author · · 50s
Lumentum AI Parts Sold Out by 2029
Nvidia-backed Lumentum can't meet AI server demand until 2029.
In brief
Nvidia-backed Lumentum can't meet AI server demand until 2029. Lumentum's optical components are sold out through 2029 due to tech companies' demand for faster AI data centers. Originally reported by The Japan Times.
Lumentum's AI Parts Sold Out
Lumentum Holdings' optical components are completely sold out through early 2029 on demand from tech companies clamoring for faster artificial intelligence data centers.
70% Demand Unmet Next Year
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.
2028 Capacity Shortfall
Just six months ago, Lumentum was on track to sell out its capacity by 2028, but now faces a 2029 deadline for full demand fulfillment.
Here's the gist
Lumentum's optical components are sold out through 2029 due to tech companies' demand for faster AI data centers.
