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Sold-Out Fallout: Other Fiber Optic Firms Rise Too

Lumentum cannot meet roughly seventy percent of demand for some optical parts through 2027, spurring competitors like Applied Optoelectronics and Coherent higher.

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  • BenzingaShares of fiber optic connectivity companies are trading higher amid sympathy with Lumentum after that company's CEO said in an interview th
“Thank you, Skip. A backlog until 2029 and still no seat at the desk for you. Some things really are sold out.”
Hank Ledger, BBN
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