Supply chain / Optics
Lumentum
Photonics company making lasers, optical transceivers and a 300 by 300 optical circuit switch for AI data centres.
- Type
- Company
- Where it sits
- A key laser supplier inside many optical modules, so its capacity affects transceiver availability.
- Constraint
- TrendForce reports that Lumentum's chief executive said the indium phosphide supply and demand gap has passed that for DRAM and NAND.
What we checked
- Lumentum's site lists a 200G PAM4 EML laser, an external laser source with ultra-high-power laser, a 1.6T 2xDR4 transceiver and the R300 optical circuit switch. (source)
- It is also named as a supplier in NVIDIA's March 2025 co-packaged optics switch announcement. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.