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Lumentum at Inflection Point with 20% QoQ Growth in AI-Related Segment

Beth KindigAPR 30, 20255 Min Read

Lumentum is a small-cap company with differentiated technology that has caught the attention of heavyweight NVIDIA. We’ve been closely monitoring Lumentum for roughly a year, waiting patiently for their EML lasers for 200G to ship, enabling 800G and 1.6T bandwidths. Any progress here should continue into 2026-2027 for 400G data lanes and 3.2T bandwidths.

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Lumentum at Inflection Point with 20% QoQ Growth in AI-Related Segment

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