Lumentum

Lumentum is a company specializing in photonic technologies, designing and manufacturing optical components for data centers, telecommunications, and industrial applications. It develops lasers, optical switches, and modules for cloud infrastructure and AI. In 2026, Lumentum announced record revenues and warned of a global shortage of indium phosphide, a key material for its products. In July 2026, its CEO noted that demand for lasers exceeds current production capacity by more than 30%.