Lumentum CEO: Optical Component Capacity Sold Out Through 2029 on AI Demand

Lumentum's CEO stated the company's optical component capacity is effectively sold out until 2029, signaling sustained AI-driven demand for high-speed networking components. The statement underscores a structural supply-demand imbalance in the optical sector, though it is a company-specific claim not yet corroborated by broader industry data. This matters as it reinforces the AI infrastructure buildout narrative, supporting valuations in the optical networking supply chain.