Skip to content
LITE·Nasdaq·US

Lumentum

Lumentum designs and manufactures optical and photonic products, including lasers, modules, transceivers, and optical subsystems. Its business is centered on cloud and networking infrastructure for AI, data centers, telecom, industrial, and sensing applications.

Recent Activity

Updated Oct 31, 2026
–Marvell Technology is reported to be in advanced talks to acquire Lumentum, a maker of lasers and optical technology that move data between AI chips in data centers, in a potential deal valued at about $83 billion.
–Marvell would likely pay for the Lumentum acquisition in shares.

Past updates are part of the Pro plan.

Thematic Position

LITE

Relationship Groups

Suppliers2
Customers1
Partners1
Competitors3

Relationship details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.

Ended Relationships

4 ended relationships · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

export control
BIS rules restrict all Lumentum product sales to Huawei without export license
SEC 10-KAug 17, 2026

The full regulatory passage is part of the Pro plan.

17 more · Regulatory and geopolitical insights are part of the Pro plan.

Related Events

1 event · Related events are part of the Pro plan.