L

Lumentum

Supplies photonic components for networks

Production Control Support

Full-Time
No salary listed
Entry
Pathum Thani, Thailand
In Person
Manufacturing & Production Operations

About the job

Responsibilities
  • Support production and engineering on a daily basis.
  • Train new operators.
  • Perform routine FA and disposition.
  • Control production to meet output targets.
  • Support engineering requests and NPI.

About the company

L

Lumentum

View
Website

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, CA

Founded

2015

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Simplify's Take

What believers are saying

  • September 21, 2026 ECOC demos with Qualcomm and Corning validated Lumentum's AI optics stack.
  • Lumentum guided first-quarter fiscal 2027 revenue to $1.225 billion-$1.275 billion on August 11.
  • Citigroup lifted its target to $1,400 on September 28, 2026, reinforcing demand.

What critics are saying

  • One customer drove 26.6% of fiscal 2026 revenue, concentrating collapse risk.
  • China's February 2025 indium-phosphide export controls can freeze AI optics output for years.
  • Qualcomm, Corning, Coherent, and Broadcom pressure Lumentum before any 2027 revenue arrives.

What makes Lumentum unique

  • Lumentum's August 11, 2026 results showed 109.3% revenue growth to $1.01 billion.
  • Its 1060nm VCSEL and DWDM ELSFP roadmap targets AI scale-up, CPO, and NPO.
  • Greensboro, North Carolina adds domestic InP capacity and a transferred Qorvo workforce.

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Benefits

  • Wellness Program
  • Flexible Work Hours
  • Mentorship Program
  • Professional Development Budget

Growth & Insights and Company News

6 month growth

1%

1 year growth

4%

2 year growth

4%
Yahoo Finance
Nov 2nd, 2026
Lumentum falls 11% as Marvell deal risk overshadows $1.6B revenue outlook

Lumentum, an optical-component supplier to AI data centres, fell 11.03% to $748.01 at 10:05 ET on November 2. Investors weighed the risk around Marvell's proposed takeover of the company. Marvell would give Lumentum shareholders 4.5 of its shares for each share they hold. The payout's dollar value therefore moves with Marvell's share price. The announced reference value of $1,132 offers no guaranteed cash floor. Lumentum forecast second-quarter revenue of $1.575 billion to $1.625 billion, up from $1.26 billion in the first quarter. The $1.6 billion midpoint is roughly 27% higher. It expects adjusted operating margin of 45%–46%, compared with 42.3% before.

Yahoo Finance
Nov 2nd, 2026
Marvell's $115B Lumentum deal may signal AI peak, leaving Micron most exposed

Marvell Technology agreed on Monday to buy optical-parts maker Lumentum in an all-stock deal valued at $115 billion. Lumentum shares fell 12% and Marvell's fell 5%. Marvell will pay 4.5 of its shares for each Lumentum share, a 24% premium to Lumentum's price on October 28. Marvell's stock has since dropped about 26%, so the offer is now worth about $835 a share, below Lumentum's Friday close. The deal is expected to close in the first half of 2028. Citrini Research's Jukan reads the sale as a sign that Lumentum's management expects the AI boom to fade within two to three years. If so, Micron has the most to lose: analysts expect its earnings to more than double this fiscal year, and it trades at about 5x forward earnings.

Business Post
Nov 2nd, 2026
Marvell agrees $115bn deal to buy data centre component maker

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Sohu
Nov 2nd, 2026
Marvell to acquire Lumentum in stock deal, targeting $550B AI interconnect market

Marvell Technology said it will buy Lumentum in an all-stock deal valued at $1,132 per Lumentum share. The deal brings together two of the fastest-growing suppliers of AI infrastructure. The combined company would blend electrical and optical technologies to meet the growing interconnect needs of next-generation AI systems. It expects to offer a full-stack interconnect range and to mass-produce proven, optimised optical modules, helping customers reach market sooner. Marvell puts the combined company's total addressable market at $550 billion. It expects annual cost savings of more than $1 billion, and the deal should add to its non-GAAP earnings per share in the first year after closing.

Yahoo Finance
Oct 31st, 2026
Marvell falls 14% in a week on reported talks to buy $83B Lumentum

Marvell Technology shares fell 14% in the past week after Bloomberg reported the company is in advanced talks to buy Lumentum. The deal would push Marvell deeper into AI networking, where Broadcom competes, and leave Coherent as the main laser maker not controlled by a chip designer. Lumentum was worth about $83 billion at the time of the report, more than a third of Marvell's own value. Marvell held only $3.93 billion in cash as of August 1, so a deal would reportedly be paid in shares. Marvell's share count rose 19% after it bought Inphi largely with stock. Chip stocks then fell after Intel gave a weak fourth-quarter outlook, and Marvell dropped another 10% on Friday. Lumentum reports on November 5, and the talks could still collapse.