Lumentum Undersupplies Optical Components by 30% as AI Infrastructure Demand Outpaces Semiconductor Capacity Through 2027
Lumentum is shipping 30% below customer demand for EML optical networking components, with all production capacity locked in long-term agreements through 2027. The company's OCS order backlog has surged past $400 million despite expanding indium phosphide capacity by over 20% in Q4 2025.
ViaNews Editorial Team (Markets)•