Veytics Intelligence
2026-10-09 · Bloomberg

Lumentum CEO: Opto-Parts Capacity Sold Out to 2029

Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively with Shery Ahn on "Bloomberg: The Asia Trade". (Source: Bloomberg)

Lire le briefing complet de Veytics

Nous affichons publiquement l'idee principale. Creez un compte gratuit pour lire l'article complet, l'enregistrer, le commenter et le relier au contexte marches et OSINT.