Optical Component Makers Undershipping AI Datacenter Demand by 30% Through 2027
Lumentum is shipping 30% below customer demand as AI datacenter networking creates a structural supply shortage in optical components lasting through 2027. The company's EML capacity is locked in long-term agreements through calendar 2027, while its OCS backlog exceeds $400 million with most shipments scheduled for H2 2026.
ViaNews Editorial Team (Markets)•