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News 2026-10-09 18:13 UTC

Lumentum says it cannot keep up with AI demand

Lumentum CEO Michael Hurlston said the company is almost sold out of optical parts through 2029 and is struggling to meet demand for laser chips. The comments helped lift Lumentum and other optical networking stocks on Friday.

News 2026-10-09 18:13 UTC

Lumentum says demand is outstripping optical supply

Lumentum CEO Michael Hurlston said the company is nearly sold out of optical parts through 2029 and is struggling to keep up with demand for laser chips. Shares of Lumentum and other optical networking stocks rose on the comments.

News 2026-10-09 14:51 UTC

Lumentum says it is struggling to meet AI demand

Lumentum CEO Michael Hurlston said the company has almost sold out of its optical parts through 2029 and is struggling to keep up with demand for its laser chips. The comments lifted Lumentum and other optical networking stocks on Friday.