What Lumentum makes for data centers
public · HQ San Jose, US · 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
Snapshot 2026-08-28T02:17:39Z — 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 | inferred | 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 |
Disclosed customers
Verification: enriched, last verified 2026-08-27. Sources: www.lumentum.com · www.sec.gov.· Markdown · JSON