NasdaqGS:LITECommunications
Lumentum Targets Near Packaged Optics As Next AI Data Center Catalyst
Lumentum Holdings (NasdaqGS:LITE) CEO highlighted near-packaged optics, or NPO, as a major new growth driver for the company.
Management indicated that NPO could become a larger opportunity than the current focus on co-packaged optics, or CPO.
The CEO pointed to a potentially meaningful impact from NPO beginning in fiscal 2027 to 2028.
Lumentum operates in optical and photonics technologies that sit inside the broader semiconductor and AI infrastructure supply chain. As data centers scale...