Snapshot from Jun 28, 2026 at 07:00 UTC. For live data and tracking: View Live
Company

Lumentum

Tracked across 3 events · 18 articles · First seen Mar 16, 2026 · Last active Jun 11, 2026

Sentiment
-13
Attention
8
Events
3
Relationships
0
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8 -50
International
China has implemented export restrictions on indium phosphide (InP) since February 2025, a critical material for high-speed optical chips used in AI data centers. This move has caused significant disruptions in the global supply chain,…
Impact: Lumentum is a U.S. photonic product maker that has received investment from Nvidia and is experiencing supply disruptions due to InP export restrictions, being sold out through 2028.
Apr 20, 2026 · 6 articles
8 10
Tech
Impact: Nvidia invested $2 billion in Lumentum, which makes lasers for sending information between chips.
Mar 16, 2026 · 6 articles
2 0
Business
May 09, 2026 · 6 articles
60 Nvidia invested $2 billion LumentumChina Restricts Indium...
NEWSDESK
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Ergen is a news intelligence platform that converts raw news articles into structured data. It tracks events, entities, and the relationships between them, with sentiment and attention metrics derived from thousands of articles. Pages on this site are daily static snapshots from the platform's live database. For real-time tracking, search, and alerts, the full dashboard is at app.ergen.ai.