What Lumentum makes for data centers
public · HQ San Jose, United States · lumentum.com · also known as: Cloud Light
Lumentum makes optical transceivers at 400G/800G/1.6T and the laser chips inside them — EML, CW/DFB and VCSEL — used in data-center and AI interconnects, including external laser sources for co-packaged optics. Its 2023 Cloud Light acquisition added in-house optical-module manufacturing for hyperscale customers.
Listing
US exchanges (NYSE/Nasdaq): LITE· 756 USD +1.99% · mkt cap 68.5B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
4 parts across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optical transceivers | manufacturer | disclosed | Accelink, Applied Optoelectronics, Broadcom, Cisco, Coherent, Eoptolink | |
| Lasers | manufacturer | inferred | Broadcom, Coherent, Mitsubishi Electric, POET, Sivers, Sumitomo Electric | |
| DCI / coherent optics | manufacturer | inferred | Adtran, Ciena, Cisco, Coherent, Marvell, Nokia | |
| External laser sources | manufacturer | inferred | Coherent |
Where Lumentum sits in the stack
Lumentum's placements in this catalog cover 4 parts, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Optical transceivers — Pluggable optical modules that convert electrical signals to light for transmission over fiber between switches and servers, sold at 400G, 800G, and 1.6T speeds.
- Lasers — The laser sources — EML, CW/DFB, and VCSEL types — that generate the light signal inside optical transceivers and co-packaged optics.
- External laser sources — Laser sources supplied externally to co-packaged optics designs rather than integrated on the photonic chip itself.
- DCI / coherent optics — Coherent optical systems that carry data center interconnect (DCI) traffic between buildings on a campus or between metro sites, distinct from the shorter-reach optics inside a data hall.
Closest peers in this catalog
Seen in real machines
Lumentum is named in 2 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- 800G / 1.6T OSFP transceivers (scale-out)
- Google TPU7x (Ironwood) · rack teardown
- Optical circuit switch fabric ("Apollo" — MEMS mirrors, connects cubes into pods and superpods)* (sole-source per the source below; no qualified alternative in production)
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 10% | revenue | 2026-06-27 | 10-K |
| one customer | 10% | receivables | 2026-06-27 | 10-K |
| largest customers (combined) | 25% | receivables | 2026-03-28 | 10-Q |
| largest customers (combined) | 26% | revenue | 2026-03-28 | 10-Q |
| largest customers (combined) | 20% | receivables | 2025-12-27 | 10-Q |
| largest customers (combined) | 24% | revenue | 2025-12-27 | 10-Q |
Latest feed
- Taiwan optical suppliers post record sales as Lumentum warns of shortages — DigiTimes, 2026-10-13Lumentum has issued a warning regarding supply shortages for optical components as Taiwan-based suppliers report record sales.
- Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion — DigiTimes, 2026-10-12Lumentum reports that its AI laser production capacity is fully booked through 2029, driven by hyperscaler demand for optical components.
- TCL CSOT bets on InP laser chips as supply tightens — DigiTimes, 2026-09-02TCL CSOT is increasing its focus on InP (Indium Phosphide) laser chips to address tightening supply conditions in the optical communications market.
Questions about Lumentum
- What does Lumentum make for AI data centers?
- This catalog places Lumentum on 4 parts: Optical transceivers (manufacturer), Lasers (manufacturer), DCI / coherent optics (manufacturer) and External laser sources (manufacturer).
- Is Lumentum publicly traded?
- Yes — Lumentum is listed on US exchanges (NYSE/Nasdaq) under LITE. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Lumentum based?
- San Jose, United States, per the company record in this catalog.
- Who else makes optical transceivers for AI data centers?
- Accelink, Applied Optoelectronics, Broadcom, Cisco, Coherent and Eoptolink are also placed on Optical transceivers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Lumentum the mix is 1 disclosed and 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.lumentum.com · www.sec.gov.· Markdown · JSON