Lumentum has hit the inflection point where data centers must replace copper with optics due to physics limits, driving hyperscaler demand from thousands to tens of millions of un…

Unlike CMOS semiconductors made at TSMC, optical components require indium phosphide — a boutique material with no merchant foundry ecosystem. Lumentum must build its own fabs, ta…

Synaptics was Hurston's second CEO role, providing semiconductor industry experience that informs his leadership at Lumentum.

Coherent acquired Finnar (Michael's first CEO role), which became the engine for Coherent's coherent optical business. The two companies now compete intensely in data center optic…

The next wave is 'optical scale up' — replacing copper Ethernet cables inside server racks with optics. Physics forces this transition as speeds increase. This will drive volumes…