Michael Hurston is the CEO of Lumentum (LITE), an optical components manufacturer. He has served as CEO of three public companies: Finisar (acquired by Coherent), Synaptics, and now Lumentum. He previously spent many years at Broadcom. His father was an electrical engineer who influenced his career path.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The shift from copper to optical interconnects inside AI data centers is a structural conversion that will continue even if new data center builds slow, driving unprecedented volume growth from thousands to hundreds of millions of units.
SpaceX is building optical laser links for Starlink and future space-based internet infrastructure, creating a new market for space-qualified optical components.
Synaptics was Hurston's second CEO role, providing semiconductor industry experience that informs his leadership at Lumentum.