Lumentum says photonics capacity nearly booked through 2029, sees ~70% of demand unmet next year

Lumentum says its photonics capacity is nearly reserved through 2029, and the company expects not to cover close to 70% of demand next year, estimating a 30% deficit through 2028. The report also notes NVIDIA invested $2 billion in the company.

Detected & updated continuously · Source: Nebula