Full-Time
Oracle SCM Functional Lead
Lumentum
1,001-5,000 employees
Supplies photonic components for networks
Compensation Overview
$134.8k - $192.5k/yr
San Jose, CA, USA
In Person
Bachelor's
 IT & Security (1) |
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- Bachelor’s degree in engineering, Computer Science, or related field.
- 10+ years of experience with Oracle EBS SCM modules.
- 5+ years of experience with Oracle Cloud Planning applications (preferred).
- Strong understanding of supply chain processes: forecasting, demand planning, MRP/MPS, order fulfillment, purchasing, inventory control.
- Experience with PL/SQL, SQL queries, data migration, and integration technologies (REST/SOAP APIs).
- Hands-on experience with EBS to Cloud coexistence models is a plus.
- Excellent analytical, communication, and problem-solving skills
- Experience supporting project activities, including coordination, tracking progress, and communicating with stakeholders
- Act as the application and process SME for the supply chain planning functions.
- Lead and manage business systems projects from initiation through deployment.
- Collaborate with manufacturing, procurement, Order Management, logistics, and finance teams to drive process efficiencies.
- Implement, configure, and support Oracle EBS modules such as: Inventory (INV); Purchasing (PO); Order Management (OM); Bills of Materials (BOM); Work in Process (WIP).
- Lead implementation and support of Oracle Cloud modules such as: Demand Management (DM); Supply Planning (SP); Sales & Operations Planning (S&OP).
- Analyze business requirements and translate them into functional and technical specifications.
- Participate in solution architecture discussions and provide recommendations for SCM transformation.
- Ensure data accuracy, master data governance, and integration consistency across systems.
- Develop documentation: BRD, MD50, BP080, test scripts, training materials.
- Troubleshoot issues, manage enhancements, and support production operations.
- Work with developers to create customizations, extensions, and interfaces.
- Perform end-to-end testing including regression, and integration testing.
- Support upgrades, patches, and other lifecycle activities in EBS and Oracle cloud environments.
- Provide user training and change management support.
- Oracle Cloud SCM Certification (Planning or Supply Chain).
- APICS CPIM/CSCP certification
Lumentum makes photonic components such as diode lasers and optical modules for data networks, data centers, sensing, and manufacturing. These devices turn electrical signals into light to enable high-speed data transmission and 3D sensing, or to power optical communications in networks and devices. It differentiates itself with a broad, high-volume photonics platform that includes silicon photonics and laser diodes for 3D sensing, designed for scalable, reliable supply to tech ecosystems. Its goal is to improve the speed, flexibility, and efficiency of communication networks and sensing systems to handle growing data traffic.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
San Jose, California
Founded
2015
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Simplify's Take
What believers are saying
- Q3 fiscal 2026 revenue hit $808.4 million, up 90% year over year.
- Management guided Q4 fiscal 2026 revenue to $960 million to $1.01 billion.
- EML demand exceeded supply by over 30%, supporting pricing and margin expansion.
What critics are saying
- Hyperscaler orders remain concentrated; NVIDIA locked a very large share of output in 2026.
- Greensboro's capacity arrives in 2028, leaving execution risk through 2027.
- Coherent, Broadcom, and silicon photonics threaten EML pricing power if yields improve faster.
What makes Lumentum unique
- Lumentum leads 200G EML lasers, critical for 1.6T AI optical links.
- NVIDIA invested $2 billion in March 2026, validating Lumentum's bottleneck position.
- Greensboro's new InP fab extends vertical integration and capacity, with shipments targeted for 2028.
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Benefits
Wellness Program
Flexible Work Hours
Mentorship Program
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↑ 3%Lumentum stock has surged 21% over the past five trading days, compared to 3.7% for the S&P 500. The optical components supplier shows moderate correlation of 0.49 with the index over five years, meaning much of its movement is independent of broader market trends. The company manufactures optical components for data centres and reported record Q3 2026 revenue of $808 million, up 90% year-over-year. Management noted supply of EML laser chips lags demand by more than 30%, with pump lasers and narrow linewidth lasers even more constrained. Lumentum's annualised volatility stands at 62% over five years, against 17.2% for the S&P 500. On days when the index rose, the stock captured approximately 437% of the gain; on down days, it absorbed about 261% of the loss.
Lumentum says AI laser demand exceeds supply by more than 30% as InP capacity lags. Key points * Lumentum told investors in May that demand for its EML laser chips exceeded supply by more than 30%, corroborating the core of CEO Michael Hurlston's later warning at the RAISE Summit.[[1]] [[2]] * Lumentum said its immediate constraint was primarily its own manufacturing ramp, while the wider industry also faces equipment constraints, export licensing and lengthy substrate-qualification cycles.[[2]] [[6]] [[9]] * Coherent plans to double internal InP output in 2026 and more than double it again by the end of 2027, but Lumentum's new North Carolina fab is not expected to contribute significantly until 2028.[[4]] [[7]] * LightCounting expects the current shortage to ease by the end of 2026, presenting a more moderate outlook than Hurlston's comparison with the memory-chip crunch.[[8]] Lumentum CEO Michael Hurlston's warning that the indium-phosphide shortage could become more acute than the memory-chip crunch rests on a supply gap the company had already disclosed to investors. On Lumentum's May 5 earnings call, Hurlston said the imbalance between demand and supply for its electro-absorption modulated lasers had widened to "somewhere greater than 30%," even as the company expected to increase EML output by more than 50% from December 2025 to December 2026.[[1]] [[2]] The comparison with memory came during July's RAISE Summit in Paris, according to Tom's Hardware, which reported that Hurlston said hyperscalers were seeking hundreds of millions of lasers. He added that Lumentum and rival Coherent could not currently satisfy the requested volume. MLQ did not locate a primary video or transcript of the summit remarks, so the comparison remains attributed to that report.[[1]] The warning matters because indium phosphide, or InP, is used to make lasers for high-speed optical connections. Silicon photonics can route and modulate light, but silicon is inefficient as a light source and generally requires a laser made from a compound semiconductor. Growth in 800-gigabit and 1.6-terabit transceivers, followed by near-packaged and co-packaged optics, is increasing demand for InP-based EMLs and continuous-wave laser sources.[[5]] [[7]] Discover more Data Management Stocks & Bonds Business & Corporate Law Lumentum's earnings confirm the supply gap. Lumentum's fiscal third-quarter results provide the clearest confirmation of the underlying shortage. The company reported revenue of $808.4 million for the quarter ended March 28, up 90% from a year earlier. It shipped twice as many laser chips as in the comparable quarter, yet management said it still could not fulfill requests from customers seeking additional output.[[2]] [[3]] Hurlston drew an important distinction between Lumentum's immediate production constraint and the availability of substrates. He told analysts that long-term supply agreements had left the company in relatively good shape on substrates in the near term, making its own capacity ramp the primary limitation. He cautioned that Lumentum would need to keep working on substrate supply as laser volumes rise in 2027.[[2]] That means the shortage is not simply a lack of raw indium. It spans substrates, qualified manufacturing lines, fabrication equipment, yields and packaging. Veeco, which supplies equipment used in InP laser production, disclosed more than $250 million in orders, with deliveries beginning in 2026 and accelerating in 2027 - evidence of investment that will not translate immediately into finished lasers.[[9]] China adds an upstream constraint. The broader industry faces an additional risk from China's export-licensing system. China accounted for about 70% of global indium production in 2024, while AXT and Sumitomo Electric together controlled almost 80% of InP substrate manufacturing, Reuters reported. Switching substrate suppliers can require lengthy qualification, limiting manufacturers' ability to respond quickly.[[6]] AXT said in January that fewer Chinese export permits than expected prevented it from fulfilling more InP substrate orders in December. In April, the company said it had completed a $632.5 million capital raise to support Tongmei's InP expansion and development of six-inch substrates.[[10]] [[11]] Reuters reported that the average price of a six-inch InP wafer had risen 250% to about $5,000 following the introduction of Chinese restrictions. Lumentum relies primarily on Japanese suppliers Sumitomo and JX Advanced Metals, according to the report, reducing its direct exposure to AXT's permit delays but not insulating the wider optical supply chain.[[6]] Discover more Engineering & Technology Health Foundations & Medical Research Mathematics Capacity is coming on different schedules. Nvidia moved to reserve future supply in March, investing $2 billion each in Lumentum and Coherent. Its nonexclusive Lumentum agreement includes a multibillion-dollar purchase commitment and future access rights for advanced laser components.[[12]] Coherent said in May that it was on track to double internal InP output by the end of 2026 and more than double it again by the end of 2027. Its six-inch line is producing EMLs, continuous-wave lasers and photodiodes, with yields above its older three-inch lines.[[7]] Lumentum's largest addition will take longer. The company is converting a 240,000-square-foot former Qorvo facility in Greensboro, North Carolina, to manufacture InP products using six-inch wafers. Hurlston said significant production contributions were expected in early 2028.[[2]] [[4]] Forecasts consequently diverge. LightCounting estimated in April that optical-component demand exceeded supply by about 30%, but predicted shortages would largely disappear by the end of 2026 as production expands. It also warned that stronger-than-expected accelerator shipments could extend tightness into 2027.[[8]] The confirmed evidence supports Hurlston's warning about a severe current supply gap. Whether it becomes worse than memory depends on how quickly equipment installations, six-inch wafer lines and qualified substrate capacity translate into usable laser output. Coherent's expansion is scheduled through 2027; Lumentum's largest new fab will not materially contribute until 2028.[[4]] [[7]] Companies mentioned. Discover more Financial market forecasts Tech stock investment At the intersection of AI, tech, and markets. The stories that matter, in one email. Free - unsubscribe anytime.
Lumentum CEO Michael Hurlston wins 2026 Optica i4 Prize. 2026-07-29 11:45:18 Lumentum CEO selected for prestigious 2026 Optica i4 Individual Achievement Prize. Headquartered in San Jose, California, Lumentum Holdings Inc designs and manufactures photonic products for optical networks, as well as lasers for industrial and consumer markets. The firm recently announced its president and CEO Michael Hurlston has been chosen to receive the 2026 Optica i4 Individual Achievement Prize, in recognition of his photonics industry leadership and contributions to the global optics and photonics sector. The official award presentation will take place on 24 September during the 2026 Global Photonics Economic Forum hosted in Málaga, Spain. Core purpose of the Optica i4 Prize. Optica is the leading global society dedicated to advancing optics and photonics research and applications across the world. The i4 Prize was established to honor individuals and organizations whose achievements align with Optica's four core values: Innovation, Integrity, Inclusion, and Impact. The award recognizes leaders who have made long-lasting, meaningful contributions to the optics and photonics community through their clear vision, strong leadership, and commitment to growing the field. Hurlston attributes award win to entire Lumentum team. "This award is a reflection of the extraordinary work done by every member of the Lumentum team," shared Hurlston in an official statement. "Our employees bring their deep expertise and creative thinking to work each day to build the next generation of AI infrastructure photonic products, cloud computing tools, communications networks, and other cutting-edge optical technologies. I am incredibly proud of what we have accomplished together, and I am very excited for the future opportunities ahead for both Lumentum and the wider photonics industry." Rigorous selection process for the 2026 i4 Prize. Hurlston was selected from a pool of more than 30 nominations submitted by senior leaders across the global optics and photonics community. The final recipient was chosen by the 2026 Optica i4 Prize Jury, which consists of members of the Optica Corporate Engagement Council: jury chair Reinhard Voelkel, past chair Michael Lebby, plus Aleksandra Boskovic, Simon Schwinger, Joseph Spilman, and Natarajan Subrahmanyan. Optica leadership commends Hurlston's industry contributions. "Michael Hurlston perfectly embodies the core values that the Optica i4 Prize was created to recognize," commented Jose Pozo, Chief Technology Officer at Optica. "He has successfully combined deep technological vision with strong business leadership, helping to drive new innovation while creating value for customers, employees, shareholders, and the entire global photonics community." Hurlston's tenure has drove significant growth for Lumentum. Since taking on the role of president and CEO at Lumentum in February 2025, Hurlston has led the company through a period of remarkable, rapid growth. Lumentum has solidified its position as a top global provider of optical and optical communications technology that powers cloud and AI infrastructure, communications networks, industrial use cases, and advanced sensing markets. Related Lumentum updates. * Lumentum's quarterly revenue grows 90% year-on-year to $808.4m * Lumentum joining Nasdaq-100 Index on 18 May * Lumentum to establish new US plant to manufacture indium phosphide lasers for AI data centers
Eliyan achieves unicorn status with $145 million Series C to advance electro-optical interconnects for AI infrastructure. Eliyan's latest funding round, led by Seligman Ventures, values the company at $1 billion and includes new strategic investors Cisco Investments and Lumentum. July 29, 2026 09:25 ET | Source: Eliyan SANTA CLARA, Calif., July 29, 2026 (GLOBE NEWSWIRE) - Eliyan Corporation, a leader in foundational connectivity technologies enabling next-generation AI compute, memory, and networking systems, today announced it has completed its Series C with a total of $145 million at a $1 billion valuation. The oversubscribed round was led by Seligman Ventures, with participation from additional new and existing investors, including two new strategic investors: Cisco Investments and Lumentum. The latest addition to Eliyan's strategic investor list is further testament to Eliyan's technology fit at major hyperscalers, chip developers, memory suppliers, and optical module providers. As part of the financing, veteran technology investor and operator Umesh Padval, Managing Partner of Seligman Ventures, will join Eliyan's Board of Directors. The funding positions the company to expand into the rapidly growing electro-optical interconnect technology market. It reinforces growing industry confidence in Eliyan's differentiated approach and the company's progress toward commercializing a diverse range of electrical and optical AI infrastructure architectures to meet unprecedented performance scaling, bandwidth density, high link reliability, and power efficiency requirements. Eliyan's Die-to-Die, Chip-to-Chip, and Rack-to-Rack chiplet interconnect technologies are designed to address the increasingly complex connectivity demands of next-generation AI systems spanning advanced package-level integration, multi-package scale-up architectures, memory expansion, and emerging high-bandwidth infrastructure fabrics. As AI infrastructure scales from single accelerators to rack-scale and cluster-scale systems, interconnect bandwidth, memory capacity, and power efficiency are increasingly becoming primary constraints on system performance. Technology Platform: Electro-Optical Interconnect Architecture Eliyan's technologies are designed to eliminate these bottlenecks by enabling efficient communication across compute, memory, and electro-optical domains. The company's silicon-proven NuLink(TM) PHYs and NuGear(TM) chiplet families provide scalable connectivity solutions optimized to address the growing challenges of I/O, memory, and power "walls" in AI scale-up and scale-in networks. Its expansion into optical interconnect will complement its existing strengths in electrical interconnect as it supports the industry transition toward increasingly heterogeneous, co-packaged, and bandwidth-intensive compute fabrics. Together, these capabilities position Eliyan's platform to span the full continuum of AI infrastructure connectivity from intra-package electrical interconnects to system-level optical fabrics supporting the industry's transition toward larger, more distributed, and more power-efficient AI compute systems. The financing will be used to expand Eliyan's development efforts of its next-generation interconnect technologies and products, expand ecosystem partnerships, and scale manufacturing. It follows significant commercial momentum across leading hyperscale, AI accelerator, memory, and infrastructure customers evaluating or deploying Eliyan technologies. "AI infrastructure is undergoing one of the largest architectural transitions in computing history," said Ramin Farjadrad, CEO and Co-Founder of Eliyan. "As compute, memory, packaging, and networking become increasingly interconnected, traditional approaches to system connectivity are reaching their limits. Eliyan was founded to address these challenges at the architectural level. This financing, together with the support of leading strategic and financial investors, positions us to accelerate product development, customer adoption, and ecosystem expansion as we help enable the next generation of AI infrastructure." "We are thrilled to partner with repeat founders Ramin, Patrick, and Syrus as they build a leader in high-speed interconnect technology for AI infrastructure," said Umesh Padval, Managing Partner at Seligman Ventures. "As AI systems continue to scale, efficient electrical and optical interconnects that enable future scale-up and scale-out networks between compute and memory are becoming the performance-defining technologies of modern AI data centers. Eliyan has developed a differentiated architecture to address this challenge, combining deep semiconductor expertise and a scalable approach to the evolving needs of next-generation AI systems. The team's exceptional technical depth, portfolio of more than 100 patents, marquee customer base, and validation from 12 leading strategic investors made our decision to lead this financing compelling. I look forward to bringing my board, semiconductor, and operating experience to help the company scale alongside the founding team." About Eliyan Eliyan Corporation develops advanced connectivity technologies that enable next-generation AI, cloud, and high-performance computing systems. Its portfolio of PHY, interconnect, memory-expansion, and chiplet solutions addresses critical bandwidth, power efficiency, and scalability challenges across modern compute infrastructure. Eliyan's technologies enable customers to build higher-performance systems with greater memory capacity, improved efficiency, and faster time-to-market. For more information, visit www.eliyan.com. About Seligman Ventures Seligman Ventures is the venture capital arm of Seligman Investments, focused on backing technology companies from early-stage through pre-IPO across AI and cloud infrastructure, cybersecurity, and modern data center hardware. Led by Managing Partners Umesh Padval and Ashish Kakran, and CFO and Operating Partner Eddie Ackerman, the firm brings together deep operating, investing, and public-markets expertise to partner with founders building category-defining companies. For more information, visit seligman.com. | For more information, contact: | | Patrick Soheili | Mike Sottak | | [email protected] | [email protected] | | +1 650-804-6658 | +1 650 248 9597 | | / | / |
Eliyan's latest funding round, led by Seligman Ventures, values the company at $1 billion and includes new strategic investors Cisco Investments and Lumentum.