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· Post-Market Alpha · by Buzzberg Research
Asymmetrical Bets relays Lumentum's CEO saying its AI optoelectronic products are effectively sold out through nearly 2029.
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Substack - Asymmetrical Bets
Lumentum's CEO says AI optoelectronics are effectively sold out through nearly 2029
Per the post, Lumentum's CEO told Bloomberg its AI optoelectronic products are effectively sold out through nearly 2029, with hyperscalers giving demand visibility into 2030 and 2031.
Lumentum, one of the largest laser suppliers, has almost no unallocated capacity for the next three years.
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