Lumentum
Tracked across 3 events · 18 articles · First seen Mar 16, 2026 · Last active Jun 11, 2026
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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
Tech
Impact: Nvidia invested $2 billion in Lumentum, which makes lasers for sending information between chips.
Mar 16, 2026 · 6 articles
60
Nvidia invested $2 billion LumentumChina Restricts Indium...
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