Lumentum CEO: 2029 capacity nearly sold out

A capacity sellout extending to 2029 is a striking signal that demand for optical components is outrunning supply by years, not quarters. The remark matters less as a Lumentum-specific data point than as a read on the broader supply chain that AI datacenter buildouts depend on. The notable gap is that no figures, customers or product lines were given, so the claim cannot yet be sized. Whether other suppliers confirm similar multi-year visibility is the open question.