Lumentum Showcases Breakthrough Optical Scale-Up Demonstration at OFC 2026 Using VCSEL Technology [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
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Source: Yahoo! Finance
breakthrough optical interconnect solution designed to support next-generation AI infrastructure using VCSEL technology. This solution offers a scalable optical platform for next-generation rack-level architectures to address the bandwidth, power, and integration challenges of AI scale-up networks. Attendees can see the demonstration at Lumentum's booth #1439 during OFC, March 17–19, at the Los Angeles Convention Center. The solution is presented in a host evaluation system and features a high-density multimode 1060nm VCSEL array co-packaged with a host ASIC, targeting "slow and wide" scale-up protocols such as UCIe and PCIe. It is implemented in a fan-out wafer-level package, leveraging standard semiconductor packaging flows, and advanced multimode fiber connectivity. The 1060nm VCSELs and photodetectors are integrated in a two-dimensional monolithic array incorporating backside lens technology to enable precise optical alignment and superior signal integrity. The array architect
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News
- Lumentum (LITE) had its "buy" rating reaffirmed by Rosenblatt Securities. They now have a $900.00 price target on the stock.MarketBeat
- Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends Transcript [Seeking Alpha]Seeking Alpha
- Lumentum and Coherent Stocks Fall After Nvidia Signals Copper Preference [Yahoo! Finance]Yahoo! Finance
- Coherent, Marvell, Lumentum highlight new data center solutions at OFC [Seeking Alpha]Seeking Alpha
- “Multi-Year Shortages” Coming for Optical Suppliers, Says T. Rowe Price. Here's What That Means for LITE and CIEN [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
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Sec Filings
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 8-K
- LITE's page on the SEC website