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Lumentum optoelectronic components sold out through early 2029 on AI data center demand

Lumentum's optical components are completely sold out through early 2029 as technology companies rush to build faster AI data centers, according to CEO Michael Hurlston.

A smartphone displaying the Lumentum logo resting on a laptop keyboard.
Image: @qz

Optical component manufacturer Lumentum has completely sold out its optoelectronic parts through early 2029 as tech companies demand faster hardware for artificial intelligence data centers, according to Bloomberg and Wall St Engine. Speaking in Tokyo on Friday, Lumentum CEO Michael Hurlston said the company cannot meet approximately 70% of demand for certain products through next year, Quartz reported.[4][3][5]

Hurlston declared that Lumentum can currently supply only 30% of what it is being asked to provide as optical demand continues to accelerate into 2027. He noted that an industry transition to co-packaged optics (CPO) and near-packaged optics (NPO) is driving laser demand far beyond existing manufacturing capacity, with supply unlikely to catch up until 2030.[1]

The persistent supply deficit in optoelectronic components could hinder the broader expansion of AI infrastructure and force companies to prioritize which projects move forward, Crypto Briefing reported.[2]

Key facts

  • Lumentum's optoelectronic components are completely sold out through early to almost 2029 due to tech company demand for faster AI data centers.
  • CEO Michael Hurlston stated in Tokyo that Lumentum cannot meet about 70% of demand for some products through next year.
  • Hurlston said Lumentum can supply only 30% of customer requests as optical demand accelerates in 2027.
  • Shifts toward co-packaged optics (CPO) and near-packaged optics (NPO) are driving laser demand beyond capacity, with supply unlikely to catch up until 2030.
  • Crypto Briefing reported that the prolonged supply-demand imbalance could hinder AI infrastructure growth and require project prioritization.

Sources · 5 sources

  1. SB

    Shay Boloor@StockSavvyShayPost on X ·

    $LITE CEO Michael Hurlston declares “we can only supply 30% of what we are being asked to supply” as optical demand accelerates in 2027. The shift to CPO and NPO is driving laser demand far beyond capacity with supply unlikely to catch up until 2030. https://t.co/klsuxNfAUx

    Open source
  2. CB

    Crypto BriefingArticle ·

    Lumentum’s optoelectronic parts sold out through 2029 as AI demand outruns supply The prolonged supply-demand imbalance in optoelectronic components could hinder AI infrastructure growth and force prioritization of projects. The post Lumentum’s optoelectronic parts sold out through 2029 as AI demand outruns supply appeared first on Crypto Briefing .

    Open source
  3. WS

    Wall St Engine@wallstenginePost on X ·

    Lumentum $LITE CEO says its optical components are "completely sold out" through early 2029 on demand for faster AI data centers.

    Open source
  4. BL

    Bloomberg@businessPost on X ·

    Lumentum’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers https://t.co/53WfC778ve

    Open source
  5. QU

    Quartz@qzPost on X ·

    Lumentum says its AI data center optical parts are sold out through early 2029: The company cannot meet about 70% of demand for some products through next year, CEO Michael Hurlston said in Tokyo on Friday dlvr.​it/TVrXKx https://t.co/Gru5jf39kx

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