Lumentum

題材歸屬

• CPO 題材 — 共封裝光學從敘事到出貨hotPrimary

  NVIDIA $2B 投資（2026-03），CPO 主動光源 + transceiver 主供

在 research 中被提到

• Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼

  …PO module 與 EML 雷射的優先供應商；同一公告把 Marvell 與 Broadcom 列為交換器 ASIC 與光電整合的合作對象。 - **CPO module 整合**：Coherent (COHR)、Lumentum (LITE) 各自把雷射、modulator、driver 封裝成一顆光引擎，份額目前估在 35% / 35% / 各 15% 給 Marvell 與 Broadcom（產業估算）。 - **EML / DFB 雷射**：Lumentum 自…

• NVIDIA Vera Rubin — 平台與三條 SKU 線

  … 顆 GPU 的 super-rack，靠 Co-Packaged Optics (CPO) 取代 copper cable 處理 NVLink。是 NVIDIA 第一個全 CPO 機架平台，2027 H2 才會少量出貨。Coherent、Lumentum、Marvell、Broadcom 是 CPO module 供應商，由 NVIDIA 在 2026-03-02 公告投資 40 億美元保供。 ## 為什麼分三個 SKU 分流是有經濟邏輯的。NVL72 賣給超大型雲服務…

• 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源

  …VL576 機架（內部 scale-up）"] direction LR GPU1[GPU] -. Lotes/BizLink 連接器 .-> CPO1["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO1 -- Corning 單模光纖 --> CPO2["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO2 -. 連接器 .-> G…

• 低軌衛星台廠供應鏈 — 衛星端、地面端與 2027/2028 之後的規劃

  … Tbps） — https://www.tomshardware.com/service-providers/network-providers/spacex-shows-off-massive-new-v3-starlink-satellites-expanded-technology-will-deliver-gigabit-internet-to-customers-for-the-first-time-and-enable-60-tera-bits-per-seco…

財報 highlight

法說 / IR events

競爭對手

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• CoherentCOHR
• Marvell TechnologyMRVL
• BroadcomAVGO
• 光聖科技6442.TW

新聞 timeline

• Lumentum: LITE Stock Price Quote & News | Robinhood
  2026-09-04 · robinhood.com

  On 2026-09-01, Lumentum(LITE) stock traded between a low of $854.13 and a high of $909.14. Shares are currently priced at $866.49, which is +1.4% above the low and -4.7% below the high. The Lumentum(LITE)'s current trading volume is 2.61M, compared to an average daily volume of 4.08M. During the past year, Lumentum(LITE) stock moved between $125.00 at its lowest and $1,085.68 at its peak. [...] Price-Earnings ratio-11.12 Dividend yield — Dividend yield— Average volume 4.08M Average volume4.08M High today $909.14 High today$909.14 Low today $854.13 Low today$854.13 Open price $901.04 Open price$901.04 Volume 2.61M Volume2.61M 52 Week high $1,085.68 52 Week high$1,085.68 52 Week low $125.00 52 Week low$125.00 ## Stock Snapshot With a market cap of 77.72B, Lumentum(LITE) t

• Lumentum
  2026-09-04 · en.wikipedia.org

  Following the close of trading on July 31, 2015, JDSU took the name Viavi and moved from the S&P MidCap 400 Index (making way for the addition of Catalent) to the S&P SmallCap 600 Index (replacing Susquehanna Bancshares) and Lumentum was added to the S&P 600 following trading on August 3, 2015 (replacing Comstock Resources). Lumentum shares began trading on the NASDAQ stock market under the ticker symbol LITE on August 4. On April 4, 2018, Lumentum was moved to the S&P Midcap index (replacing [...] 4. ↑ "Here's Why Lumentum Stock Is a Promising Portfolio Pick Right Now". NASDAQ. November 11, 2025. Retrieved March 3, 2026. 5. ↑ "Morningstar: Lumentum Holdings Inc LITE". Morningstar, Inc. Retrieved March 3, 2026. 6. ↑ Krause, Reinhardt (March 2, 2026). "Lumentum, Coherent Surge On Nvidia's O

• LITE: Lumentum Holdings Inc. - Stock Price, Quote and News - CNBC
  2026-09-04 · cnbc.com

  MORE Lumentum Holdings Inc. is an optical and photonic technology that powers the networks and infrastructure behind artificial intelligence (AI), cloud computing, and next-generation communications. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers... [...] ### EVENTS Earnings Date11/02/2026(est) Ex Div Date- Div Amount- Split Date- Split Factor- ## Content From Our Affiliates Lumentum sees ‘$40 of earnings power’ in 2028TipRanks Closing Bell Movers: Nvidia up 4% after result and outlookTipRanks New Buy Rating for Lumentum Holdings (LITE), the T