Nvidia 投资的 Lumentum 光电部件产能售罄至 2029 年

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Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029

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By Takashi Mochizuki, Shery Ahn, and Mari Kiyohara

October 9, 2026 at 12:24 AM UTC

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Lumentum Holdings Inc.’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers.

The company, which received an investment of $2 billion from Nvidia Corp. earlier this year along with rival Coherent Corp., supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.

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