Category: Markets
Published: 2026-08-17T16:23:00.000Z
Optical networking components are emerging as the next critical bottleneck in AI data center infrastructure. Lumentum Holdings, a leading optical and photonics supplier, is experiencing exceptional growth with revenue up 109% YoY and adjusted EPS up 3.7x. The company projects even stronger growth ahead, with the optical networking market expected to reach $154 billion by 2028. Despite a 140% gain in 2026, analysts project potential upside of 113% over the next three years based on favorable supply-demand dynamics.
News summary curated and translated by CausifyMarket. Always consult original sources before making any financial decision.