{"id":7014,"date":"2026-10-11T02:38:00","date_gmt":"2026-10-11T02:38:00","guid":{"rendered":"https:\/\/www.asadkarim.co.uk\/?p=7014"},"modified":"2026-10-10T19:50:16","modified_gmt":"2026-10-10T19:50:16","slug":"lumentum","status":"publish","type":"post","link":"https:\/\/www.asadkarim.co.uk\/?p=7014","title":{"rendered":"Lumentum"},"content":{"rendered":"\n<p>Lumentum is at forefront of the AI era, designing and building optical solutions for networks that power AI and compute, data centre interconnect (DCI), cloud, metro, and long-haul applications. Lumentum also enables precision manufacturing and sensing with ultrafast and high-power lasers\u2014 shaping how the world connects, creates, and interacts.<\/p>\n\n\n\n<p>It has key engineers at the cutting edge of this optical technology, like <a href=\"https:\/\/www.linkedin.com\/in\/peter-aukland-998923\/\" data-type=\"link\" data-id=\"https:\/\/www.linkedin.com\/in\/peter-aukland-998923\/\">Peter Aukland<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.lumentum.com\/en\">Homepage | Lumentum<\/a><\/p>\n\n\n\n<p>There are many news stories coming out, about the demand for Lumentum products:-<\/p>\n\n\n\n<p><a href=\"https:\/\/www.xtb.com\/int\/market-analysis\/news-and-research\/lumentum-demand-for-ai-infrastructure-exceeds-capacity\">Lumentum: Demand for AI infrastructure exceeds capacity<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/seekingalpha.com\/article\/4953286-lumentum-the-cpo-winner-investors-are-overlooking\" data-type=\"link\" data-id=\"https:\/\/seekingalpha.com\/article\/4953286-lumentum-the-cpo-winner-investors-are-overlooking\">Lumentum: The CPO Winner Investors Are Overlooking<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.japantimes.co.jp\/business\/2026\/10\/09\/companies\/lumentum-ai-server-sold-out\">https:\/\/www.japantimes.co.jp\/business\/2026\/10\/09\/companies\/lumentum-ai-server-sold-out<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/lumentum-ai-optical-components-sold-112901568.html\" data-type=\"link\" data-id=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/lumentum-ai-optical-components-sold-112901568.html\">Lumentum AI optical components sold out through 2029<\/a><\/p>\n\n\n\n<p>12 months ago, Lumentum was trading at<strong> $149 a share<\/strong>:-<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"922\" height=\"703\" src=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7.png\" alt=\"\" class=\"wp-image-7015\" srcset=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7.png 922w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7-300x229.png 300w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7-768x586.png 768w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-7-624x476.png 624w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\" \/><\/a><\/figure>\n\n\n\n<p><strong><em>Courtesy of Google Finance<\/em><\/strong><\/p>\n\n\n\n<p>Today Lumentum trades at <strong>$1103 a share<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"933\" height=\"713\" src=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9.png\" alt=\"\" class=\"wp-image-7017\" srcset=\"https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9.png 933w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9-300x229.png 300w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9-768x587.png 768w, https:\/\/www.asadkarim.co.uk\/wp-content\/uploads\/2026\/10\/image-9-624x477.png 624w\" sizes=\"auto, (max-width: 933px) 100vw, 933px\" \/><\/a><\/figure>\n\n\n\n<p><strong><em>Courtesy of Google Finance<\/em><\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lumentum is at forefront of the AI era, designing and building optical solutions for networks that power AI and compute, data centre interconnect (DCI), cloud, metro, and long-haul applications. Lumentum also enables precision manufacturing and sensing with ultrafast and high-power lasers\u2014 shaping how the world connects, creates, and interacts. It has key engineers at the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-7014","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/7014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7014"}],"version-history":[{"count":1,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/7014\/revisions"}],"predecessor-version":[{"id":7018,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/7014\/revisions\/7018"}],"wp:attachment":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}