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Lumentum

News and developments on Lumentum's lasers, optical module components, capacity and financial performance.

2 items PicksRelated topicsOptical ModulesOptical Communications & Fiber

Latest picks

Items 1–2 of 2
Oct 15Thu
  1. C114 Communications Network · Optical CommunicationsOptics industry65

    Advanced Fiber Resources to Acquire 99.97% of Passive Optical Component Maker Anjiexun for RMB 1.64 Billion

    Following Sha Shuli's withdrawal from the transaction, Advanced Fiber Resources will adjust the acquisition target to a 99.97% stake in Suzhou Anjiexun, with a transaction price of about RMB 1.6395 billion and an appraised value of about RMB 1.650 billion for all of Anjiexun's equity. Consideration will be paid through share issuance, convertible bonds and cash, with the cash portion at about RMB 492 million.

    Why we recommend it: The source provides the valuation, pricing and payment structure, helping to understand M&A valuations in the passive optical components sector.

Oct 9Fri
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    Lumentum CEO: 2029 Capacity Almost Fully Booked

    Lumentum CEO Michael Hurlston said in an interview in Tokyo that about 70% of demand for some products will remain unmet next year, while other products still face a 30% demand gap through 2028. The company's 2029 capacity is almost fully booked, and it is ramping production at full speed.

    Why we recommend it: The article provides specific demand gap percentages, directly reflecting the tightness of laser chips upstream in AI optical communications