Why Lumentum Became a Critical AI Optical Interconnect Supplier

Sat, 23 May 2026 10:26:05 +0800

Why Lumentum Became a Critical AI Optical Interconnect Supplier

For years, many investors and technology observers mistakenly categorized Lumentum as a LiDAR company. The confusion largely stemmed from its historical involvement with VCSEL technology used in smartphone 3D sensing and the similarity of its name to automotive LiDAR vendors such as Luminar and Hesai. In reality, Lumentum has always been fundamentally a photonics and optical communications company.

Optical Transceivers on KAD

Why Lumentum Became a Critical AI Optical Interconnect Supplier