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.

SpaceX is deploying laser interconnects for Starlink's space-based internet, creating a new market for optical components. Lumentum has experience deploying lasers in space and is…

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…