Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks.
Optical component and module maker (lasers, optical circuit switches, cloud transceivers) whose growth now comes from in-rack optics: CPO lasers, external laser sources and near-packaged optics for hyperscalers.
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Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks. Optical component and module maker (lasers, optical circuit switches, cloud transceivers) whose growth now comes from in-rack optics: CPO lasers, external laser sources and near-packaged optics for hyperscalers.
Lumentum ranks 85 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Optical & photonic interconnect (Networking & interconnect). Assessment by Frontier Tech Intelligence.
Dongshan Precision (rank 13), Coherent (rank 19), Corning (rank 28), Innolight (rank 29), T&S Communications (rank 35), Huagong Tech (rank 55).
Lumentum is based in San Jose, California, United States.
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