LITEUSopticalpublic
Lumentum Holdings
spillover graph 5
customer 4competitor 1
recent signals
2026-08-01·LITE·supply chain disruption
not priced inlowup
Lumentum CEO Michael Hurlston warned that indium phosphide (InP), the compound semiconductor behind every datacom laser...
Lumentum CEO Michael Hurlston warned that indium phosphide (InP), the compound semiconductor behind every datacom laser in AI data centers, is entering a supply crunch worse than the memory industry's.
spilloverCOHRAVGOGOOGLMSFTAMZNMETATSM
window 30devidence 3LITE $880.41 / 45d n/a
2026-05-27·LITE·production capacity expansion
not priced inmedup
Lumentum has placed orders with Aixtron for G10-AsP systems to expand its indium phosphide (InP) production capacity,...
Lumentum has placed orders with Aixtron for G10-AsP systems to expand its indium phosphide (InP) production capacity, as reported by DigiTimes on 2026-05-27 Source.
spilloverGOOGLMSFTAMZNMETA
window 60devidence 2LITE $880.41 / 45d n/a