Lumentum https://gridtochip.site/companies/lumentum News and posts about Lumentum on GridToChip Taiwan optical suppliers post record sales as Lumentum warns of shortages https://www.digitimes.com/news/a20261013PD215/revenue-taiwan-sales-demand-growth.html Tue, 13 Oct 2026 03:56:33 GMT Lumentum has issued a warning regarding supply shortages for optical components as Taiwan-based suppliers report record sales. (DigiTimes) Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion https://www.digitimes.com/news/a20261012VL201/capacity-laser-inp-data-center-2028.html Mon, 12 Oct 2026 02:48:22 GMT Lumentum reports that its AI laser production capacity is fully booked through 2029, driven by hyperscaler demand for optical components. (DigiTimes) TCL CSOT bets on InP laser chips as supply tightens https://www.digitimes.com/news/a20260902PD220/inp-laser-tcl-csot-chips.html Wed, 02 Sep 2026 02:29:06 GMT TCL CSOT is increasing its focus on InP (Indium Phosphide) laser chips to address tightening supply conditions in the optical communications market. (DigiTimes)