Lumentum Expands U.S. Manufacturing for AI-Driven Co-Packaged Optics

Investment in High-Power Laser Production to Strengthen America’s Global AI Infrastructure Leadership

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced a significant milestone in its commitment to innovation and U.S.-based manufacturing. The company will fund a major capacity expansion of its U.S.-based semiconductor facility. This initiative is expected to generate additional high-skilled engineering and manufacturing jobs, further strengthening the U.S. position in the global AI supply chain.

Lumentum is a primary supplier to the industry of ultra-high-power (UHP) lasers, essential components in Co-Packaged Optics (CPO) platforms. The UHP laser—an ultra-reliable indium phosphide product—is designed and manufactured at Lumentum’s Rose Orchard Way semiconductor facility in San Jose, California. Backed by decades of experience in high-power telecom lasers, the UHP laser supports low-power, highly resilient optical networking systems that are foundational to modern AI data centers.

“This investment is a testament to our leadership in laser and photonic technologies,” said Michael Hurlston, president and CEO of Lumentum. “Our commitment to expanding domestic manufacturing not only supports a robust AI infrastructure supply chain but also reinforces America’s role in global technology leadership.”

Lumentum has long been at the forefront of photonic innovation, advancing telecommunications, data centers, and industrial applications. With a foundation rooted in laser and optical technologies, the company enables the world’s most advanced systems, meeting the evolving demands of artificial intelligence, machine learning, and real-time data processing in an era of rapid technological change. Lumentum is working with NVIDIA on advanced networking technologies for AI infrastructure.

“With AI transforming every industry, the demand for high-performance, energy-efficient optical interconnects is growing rapidly,” said Gilad Shainer, senior vice president, Networking, NVIDIA. “NVIDIA is working closely with industry innovators like Lumentum to deliver improved power efficiency and network resiliency for the AI factories of the future.”

About Lumentum

Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data center network. Lumentum lasers enable advanced manufacturing techniques and diverse applications, including next-generation 3D sensing capabilities. Lumentum is headquartered in San Jose, California, with R&D, manufacturing, and sales offices worldwide. For more information, visit www.lumentum.com and follow Lumentum on Bluesky, Facebook, Instagram, LinkedIn, X, and YouTube.

Category: Financial