ChipsQuartzabout 2 hours ago
Lumentum AI Parts Sold Out Through 2029
1 min read
Lumentum Holdings CEO Michael Hurlston states demand for optical components exceeds supply through early 2029 due to AI data center construction. Roughly 70% of demand for some products remains unsatisfied into next year, with shortfalls for others persisting through 2028.
Level
Hype check
Tap to vote and see what everyone thinks.
