PLM for Cloud Laser
About the job
- Fluency in Japanese is required.
- Business-level English proficiency is required, with TOEIC 800 level or intermediate proficiency or above.
- A Bachelor's degree in Engineering is required.
- More than five years of experience in the semiconductor industry is required.
- Experience in product lifecycle management (PLM), sales, or field applications engineering (FAE) is required.
- Strong written and oral communication skills are required.
- Ability to effectively manage multiple goals and priorities is required.
- Define current and future target markets and strategic positioning in the Laser Chip market, and evaluate opportunities through partnerships and alliances.
- Maintain Laser Chip products and drive the internal team to achieve cost and margin targets.
- Create, maintain, and release technical datasheets and product documentation.
- Respond to technical questions from sales, field applications engineers, and customers.
- Manage customer sample requests and engineering sample logistics, including tracking and reporting.
- Coordinate internal product releases, changes, and phase-outs through Product Change Notices (PCNs) and Product Discontinuation Notices (PDNs).
- Collaborate with cross-functional teams to align on product readiness, timelines, and deliverables.
- Track and organize product-related issues and drive their closure with relevant teams.
- Organize teams across multiple functions.
- Work with a larger sales team to provide global coverage to large accounts.
- Develop business and account strategy.
- Negotiate complex sales.
- Develop the design pipeline for next-generation designs.
- Monitor shipments and delivery performance, and work with customers and internal teams to resolve issues.
- Meet or exceed annual quota and business objectives.
- Experience in demand forecasting and pricing.
- Experience in design-in.
About the company
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
- 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
4%1 year growth
4%2 year growth
4%Lumentum, Astera Labs, and Corning to demonstrate 1060 nm vcsel-based PCIe over optics for AI rack-scale connectivity at the 2026 OCP Global Summit. Stock score locked: want to see it? Benzinga Rankings give you vital metrics on any stock - anytime. Joint rack-level demonstration combines Astera Labs Scorpio Smart Fabric Switch, Lumentum high-density VCSEL optical interconnect platform, and Corning multimode fiber connectivity Lumentum Holdings Inc. (NASDAQ:LITE), Astera Labs, Inc. (NASDAQ:ALAB), and Corning Incorporated (NYSE:GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration combines an Astera Labs Scorpio Smart Fabric Switch with Lumentum's 1060 nm VCSEL-based optical interconnect platform and Corning multimode fiber connectivity. The demonstration will be available at Astera Labs booth #B34 from October 12-15. The demonstration will showcase fully operational optical links that use VCSEL transmitters and photodetectors to extend PCIe connectivity within an AI rack. By transporting PCIe over many parallel optical channels, the architecture is designed to help address the reach, cable density, signal integrity, power, and thermal constraints that can limit conventional electrical interconnects as rack-scale AI systems grow. The optical interconnect uses high-density 1060 nm VCSEL and photodetector arrays implemented with advanced packaging, including two-dimensional arrays with backside lens technology. Built on Lumentum's ultra-high-volume manufacturing platform in 3D sensing for smartphone devices, it is designed to support high bandwidth density, strong signal integrity, and efficient optical connectivity for rack-level AI architectures. Astera Labs' Scorpio Smart Fabric Switch provides the switching element for the demonstration, showing how optical connectivity can extend reach within rack-scale AI systems while preserving a PCIe-based architecture. The proof-of-concept system is designed to demonstrate multiple 32 Gb/s NRZ optical channels over Corning multimode fiber and an error-free PCIe-5 link. The configuration combines a high-density Lumentum optical engine with Astera Labs' Scorpio Smart Fabric Switch in a rack-representative system arrangement. "AI infrastructure is pushing optical connectivity closer to the compute system where reach, density, and power represent significant challenges," said Matt Sysak, Chief Technology Officer, Lumentum. "This demonstration with Astera Labs and Corning shows how Lumentum's 1060 nm VCSEL platform can extend PCIe connectivity and unlock a whole new class of functionality." "As AI clusters scale to unprecedented levels, we are breaking the constraints of single rack-level architectures," said Adit Narasimha, Senior Vice President, Signal Connectivity Group, Astera Labs. "This demonstration shows how VCSEL-based front-end optics are enabled by Astera Labs' Scorpio Smart Fabric Switch and COSMOS link intelligence to deliver lower latency, improve power efficiency, increase bandwidth density, and overcome connectivity bottlenecks across rack-scale AI systems." "As optical links move closer to compute devices, fiber connectivity must support increasing density, precision, and scalability," said Claude Echahamian, Vice President and General Manager, Emerging Businesses and EMEA, Corning Optical Communications. "Corning's multimode fiber solutions and industry-leading MMC connectivity help enable this demonstration and support the evolution of high-density optical interconnects for AI infrastructure. As AI clusters continue to grow in size and complexity, Corning is committed to developing fiber and connectivity technologies that enable emerging compute networks and smart fabric architectures." About Lumentum Lumentum (NASDAQ:LITE) is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on decades of photonics innovation, Lumentum delivers high-performance lasers, modules, and optical subsystems that enable scalable, energy-efficient data center connectivity, advanced telecom networks, industrial manufacturing, and sensing applications. Headquartered in San Jose, California, the company operates R&D, manufacturing, and sales facilities worldwide. Learn more at www.lumentum.com. About Astera Labs Astera Labs (NASDAQ:ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the full potential of modern AI. Astera Labs' Intelligent Connectivity Platform integrates CXL(R), Ethernet, NVLink Fusion, PCIe(R), and UALink(TM) semiconductor-based technologies with the company's COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up and scale-out connectivity. The company's custom connectivity solutions business complements its standards-based portfolio, enabling customers to deploy tailored architectures to meet their unique infrastructure requirements. Discover more at www.asteralabs.com. About Corning Incorporated Corning (www.corning.com) is one of the world's leading innovators in materials science, with a 175-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics, along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people's lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning's capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning's markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences. Lumentum Media Contacts Press: Victoria McDonald, +1.408.404.0636; [email protected] Investors: Kathy Ta, +1.408.750.3853; [email protected] Corning Media Contacts Press: Brian Dresdow; [email protected] Investors: Christopher Keenan; [email protected] Posted In:
Lumentum says some optical capacity is sold out through early 2029 as AI demand outruns supply. October 10, 2026 / SemiMedia / - Lumentum Holdings said some of its optical component capacity is effectively sold out through early 2029 as AI data center expansion and rising demand for high-speed optical connectivity continue to outpace supply. CEO Michael Hurlston said the company is still far behind customer demand despite aggressive capacity expansion. For some products, around 70% of demand could remain unmet next year, while other product lines may still face a roughly 30% shortfall in 2028. Lumentum supplies indium phosphide and other advanced optical components used in high-speed cloud and data center networks. As GPU clusters become larger, demand for 800G, 1.6T and next-generation optical links is increasing rapidly, making lasers, modulators and related photonic components a critical part of AI infrastructure. To increase supply, Lumentum has expanded capacity at its core manufacturing site in the Tokyo area by about 12 times over the past two years. The company plans to invest at least $350 million in that site and adjacent facilities while also increasing production at its Caswell operation in the United Kingdom. New optical manufacturing capacity, however, takes time to build. Hurlston said adding major new production capability can require three to five years, limiting how quickly suppliers can respond to the current increase in AI infrastructure demand. Hyperscale cloud companies are increasingly helping suppliers manage that risk through long-term commitments and capital support. Lumentum said some customers are willing to share part of the investment burden in order to secure future optical component supply. The shortage highlights how AI infrastructure constraints are spreading beyond GPUs, HBM and advanced packaging into optical connectivity. Lumentum expects annual sales to more than double this year and is also considering acquisitions to add further capabilities over the next year. Sumitomo Bakelite to Invest ¥10 Billion in China and Singapore Chip Packaging Material Capacity Infineon Completes C2i Semiconductor Acquisition to Expand AI Data Center Power Technology
Lumentum CEOs fiscal 2026 compensation falls 44%. By RICHARD CRAVER, News & Record, Greensboro, N.C. The Tribune Content Agency October 9, 2026 4:16 AM Gift Article The fiscal 2026 compensation for Michael Hurlston, Lumentum Holdings Inc.'s chief executive, dropped by 44.4% as the value of his stock awards fell by more than 50%. Lumentum, based in San Jose, Calif., is a global equipment supplier to large-scale data centers. It entered the Triad business market in February when it paid $18 million to purchase a former Qorvo Inc. semiconductor plant in Greensboro. Lumentum has pledged to preserve and create more than 400 jobs and spend more than $600 million on capital investments at its 236,475-square-foot facility at 7098 Piedmont Triad Parkway. As of August, it has hired at least 150 former Qorvo employees. Lumentum reported in a regulatory filing Wednesday that Hurlston, the company's CEO, received $15.39 million in total compensation for fiscal 2026. That was down from $27.67 million in fiscal 2025. In both fiscal years, Hurlston's largest compensation component was the value of stock awards on the date they were awarded. The value typically is measured over three years and requires the executive to meet certain vesting eligibility requirements to receive the full amount. For fiscal 2026, Hurlston's stock awards were valued at $12.29 million, compared with $24.74 million in fiscal 2025. Hurlston's base salary rose nearly threefold from $315,000 to $900,000. His incentive pay jumped from $603,353 to $2.18 million. He did not receive a bonus in fiscal 2026 after a $2 million bonus in fiscal 2025. For fiscal 2026, Lumentum had a loss of $6.93 billion when including the debt extinguishment and $782.3 million in net income when excluding the debt payoff. Hurlston's CEO pay ratio to the median Lumentum employee was $1,478 to $1 based on a $10,412 annual compensation. Median is defined as the middle value in a list of numbers. Median employee compensation factors in regular pay, overtime, bonuses, incentives, allowances and paid time off. Wajid Ali, chief financial officer, was paid $556,000 in base salary, $1.03 million in incentive pay and total compensation at $8.91 million, up 83.8%, Wupen Yueni, president of Global Business Units, was paid $504,000 in base salary, $938,952 in incentive pay and total compensation of $8.91 million, up 65.2%. Vincent Retort, executive vice president of Global Reliability and Quality, was paid $556,000 in base salary, $1.03 million in incentive pay and total compensation of $7.53 million, up 32.8%. Jae Kim, general counsel and secretary, was paid $450,000 in base salary, $628,763 in incentive pay and total compensation of $4.86 million, up 90.4%. Lumentum will hold its 2026 shareholders meeting at 11 a.m. Nov. 18. There are no shareholder proposals on the agenda.
Lumentum stock rises 6% as AI demand fills optical orders through 2029. Shares of Lumentum Holdings LITE rose 6% in pre-market trading on Friday after Chief Executive Officer Michael Hurlston said demand for the company's optical components had exceeded available supply, with orders booked through early 2029. The company is struggling to keep pace with demand from technology firms expanding artificial intelligence data centres. Hurlston told Bloomberg News in an interview in Tokyo that Lumentum was unable to meet a significant portion of customer demand and was working to expand production capacity. Lumentum orders sold out amid AI data centre demand. Hurlston said Lumentum's optical components were "completely sold out" through early 2029, adding that customers were already beginning to secure orders for 2030. The company cannot meet around 70% of demand for some products through next year and expects to fall short of 30% of demand for certain other products through 2028, he said. Lumentum supplies advanced indium phosphide devices used in high-speed data transmission and cloud computing. Its technology is becoming increasingly important as AI workloads require faster connections between servers, data centre racks and computing systems. The company's products include lasers that encode data onto light near chips, reducing the distance that high-speed electrical signals need to travel. Optical connections can also reduce power consumption and heat generation compared with conventional copper-based interconnects. Hurlston said the opportunity could expand significantly as optical technologies move closer to AI accelerators. Demand for lasers in next-generation AI systems is expected to gain traction around 2029, he added. Nvidia investment supports expansion plans. Lumentum received a $2 billion investment from Nvidia earlier this year, alongside a similar investment in rival Coherent. The funding highlights the growing importance of optical technologies to AI infrastructure. To meet demand, Lumentum has increased capacity at its Sagamihara facility in Japan twelvefold over the past two years. The company plans to invest at least $350 million in the site and a neighbouring facility, with $75 million deployed so far. It has also expanded capacity at its plant in Caswell, England. Hurlston said Lumentum was considering purchasing a facility in Japan and could seek subsidies to support further expansion. The company may also need to consider an acquisition over the next year to broaden its product range. However, increasing manufacturing capacity takes time. Hurlston said building new production facilities typically requires three to five years. He added that hyperscalers were willing to provide funding commitments that could help suppliers manage some of the risks associated with rapid expansion. Optical stocks gain as AI infrastructure spending grows. Lumentum and other optical component makers have benefited from the broader AI infrastructure investment boom, although concerns about rising costs, debt and competition have made some investors more cautious. The company's shares have gained 171% year to date. Coherent shares have risen 55%, while Applied Optoelectronics has advanced 66%. Analyst sentiment on Lumentum remains positive overall. According to TipRanks data, 14 of 18 analysts covering Lumentum rate it a Buy, while the remaining four rate it a Hold. Supply constraints could also affect the sector if the US restricts new Chinese optical transceiver models. Chinese manufacturers account for roughly two-thirds of global high-speed AI optical transceiver supply, according to Counterpoint Research. Hurlston said the US would need to balance national security concerns against the risk of disrupting supply chains. Meanwhile, Lumentum faces the challenge of expanding production quickly enough to serve customers as demand for AI infrastructure continues to grow. The post Lumentum stock rises 6% as AI demand fills optical orders through 2029 appeared first on Invezz.
Lumentum has surged approximately 570% over the past year, outpacing major AI-focused stocks including Nvidia, Micron, and Dell. The stock closed at $1,133.40 on 6 October, near its 52-week high, bringing the company's market value to roughly $101.7 billion. The optical components manufacturer supplies lasers and networking equipment for data centres and AI infrastructure. Fiscal fourth-quarter revenue reached $1.01 billion, up 109.3% year over year, whilst earnings of $3.23 per share beat expectations. Wall Street analysts remain divided on the stock's prospects. The average price target of $1,078.75 sits about 5% below current levels. Citigroup maintains a bullish $1,400 target, whilst UBS forecasts potential downside with an $820 target, implying roughly 28% decline.