Story preview
Topics in this story
Continue reading on the publisher site for the full article.
Read on publisher →Seeking Alpha
News Atlas is free and independent. If it’s useful to you, you can support it with a coffee. ☕ Buy me a coffee
Coverage
Tone
Outlets covering it
4
in the last 3 days
First reported
5 days ago
3 outlets since
Countries
3 other outlets reported this story in the last 3 days.
Lumentum CEO says components are sold out through 2029, signaling strong demand for indium phosphide and silicon photonics suppliers like AXTI, TSEM, GFS.
Lumentum's order book is booked solid through early 2029, yet its stock is leading the entire AI optics sector lower today. When the most visible demand story in the group takes the hardest hit, something worth watching is happening inside the selloff.