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Lumentum, the optical-components maker whose growth was led by pump lasers and optical circuit switches, reported net revenue for its fiscal first quarter ended 26 September 2026 of $1.26 billion, up from $533.8 million a year earlier
Verified 2026-11-13
Track with InsiderWhy it matters
Optical parts carry data between the chips in AI clusters, so fast growth at suppliers like Lumentum shows AI spending is spreading beyond the processors themselves.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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