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research · [1 source] · · 中文(ZH) 美股光模块巨头Lumentum总裁:产品需求远大于供应能力,订单已排至2028年
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Lumentum CEO: AI component demand outstrips supply, orders booked until 2028

Lumentum, a major US optical module manufacturer, reported a record-breaking third fiscal quarter with revenue soaring 90% year-over-year to $808 million. The company also saw significant improvements in profitability, with gross and operating margins increasing substantially quarter-over-quarter. Demand for components essential for GPU clusters, such as co-packaged optics and optical path switches, is far exceeding supply, leading to orders being booked through 2028. AI

Summary written by gemini-2.5-flash-lite from 1 source. How we write summaries →

IMPACT Highlights a critical bottleneck in AI infrastructure supply chains, indicating sustained high demand for AI hardware components.

RANK_REASON Report on a major component supplier for AI infrastructure experiencing demand far exceeding supply, with orders extending years into the future. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    US stock optical module giant Lumentum President: Product demand far exceeds supply capacity, orders already booked until 2028

    美股光模块巨头Lumentum总裁兼CEO迈克尔·赫尔斯顿表示,Lumentum第三财季业绩表现卓越,营收同比增长90%,创下8.08亿美元的历史新高。虽然营收增长持续占据新闻头条,但近期业绩更令人印象深刻的是利润率的提升。第三财季,毛利率环比提升540个基点,营业利润率环比提升700个基点。利润率的提升得益于多方面因素。随着共封装光学器件和光路开关等关键增长动力开始发挥作用,预计盈利能力将进一步增强。赫尔斯顿表示,公司的订单已经排到2028年,因为连接GPU集群所需的组件的需求增长速度已经远远超过了供应的生产速度。(财联社)