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Lumentum CEO Reports Optoelectronic Parts Capacity Sold Out Until 2029 Amid AI Boom
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Lumentum CEO Reports Optoelectronic Parts Capacity Sold Out Until 2029 Amid AI Boom

By rawfin.tv Markets Desk||Updated |1 min read|AI-assisted · Methodology

Lumentum CEO Michael Hurlston announced that the company's optoelectronic product capacity, crucial for AI infrastructure projects, is fully booked through 2029. This indicates robust demand within the AI sector and potential supply constraints for key components.

LumentumAIInfrastructureOptoelectronicsSupplyChainTechDemandSemiconductors

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