Full-Time

Director – AI Engineering

Manufacturing

Lumentum

Lumentum

1,001-5,000 employees

Supplies photonic components for networks

No salary listed

Towcester, UK + 1 more

More locations: Ottawa, ON, Canada

Hybrid

Travel to manufacturing sites and partner locations is 30% or more.

Bachelor's, Master's

Category
Engineering Management (1)
Required Skills
LLM
ERP
Distributed Systems
Data Science
Machine Learning
Data Engineering
Cybersecurity
Observability
REST APIs
Computer Vision

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Requirements
  • At least 15 years of progressive experience in software engineering, artificial intelligence and machine learning engineering, data science, or a closely related technical discipline, including significant leadership experience.
  • A bachelor's or master's degree in engineering, computer science, electrical engineering, industrial engineering, data science, or a related field.
  • Deep hands-on understanding of software engineering practices, distributed systems, cloud or edge architectures, application programming interfaces, data platforms, testing, observability, security, and production operations.
  • Practical knowledge of manufacturing processes, process variation, yield, quality systems, equipment data, inspection, traceability, root-cause analysis, and plant operations.
  • Willingness and ability to travel 30% or more to manufacturing sites and partner locations.
Responsibilities
  • Lead, grow, and develop a distributed team of artificial intelligence and machine learning engineers across manufacturing sites.
  • Establish the technical vision, engineering standards, delivery practices, and talent strategy for manufacturing artificial intelligence across the organization.
  • Create a partnership model with plant leadership, manufacturing engineering, process engineering, yield, quality, operations, information technology, and enterprise data teams.
  • Balance local site responsiveness with reusable platforms, common architectures, shared components, and responsible artificial intelligence practices.
  • Set and execute a multi-year roadmap for artificial intelligence and machine learning applications in manufacturing, aligned to business priorities and measurable operational outcomes.
  • Identify and prioritize opportunities in process optimization, yield improvement, visual inspection, defect classification, predictive maintenance, anomaly detection, root-cause analysis, quality, scheduling, and engineering productivity.
  • Guide the architecture, design, development, validation, deployment, and lifecycle management of production-grade artificial intelligence and machine learning systems used in manufacturing workflows.
  • Define engineering patterns for data pipelines, feature and model management, experiment tracking, application programming interfaces, user interfaces, monitoring, cybersecurity, reliability, and model performance management.
  • Ensure solutions work with manufacturing data and systems, including manufacturing execution systems, statistical process control, quality management systems, equipment and sensor data, inspection systems, yield systems, enterprise resource planning systems, databases, engineering reports, and other structured and unstructured sources.
  • Drive problem definition and value measurement by connecting technical delivery to improvements in cycle time, throughput, yield, scrap, quality, cost, safety, and decision speed.
  • Partner with site teams to understand workflows, constraints, process variation, data quality, user needs, and adoption barriers, and ensure solutions are usable by engineers, operators, and business stakeholders.
  • Build and maintain relationships with senior manufacturing and technology leaders, communicating technical tradeoffs, risks, investment needs, and results.
  • Promote the effective use of classical machine learning, deep learning, computer vision, optimization, statistical methods, large language models, and generative artificial intelligence.
  • Establish governance for responsible, secure, explainable, and maintainable artificial intelligence in manufacturing, including validation, human oversight, change control, and production support.
Desired Qualifications
  • Experience in semiconductor, photonics, electronics, optical components, precision manufacturing, or other high-volume advanced manufacturing environments.
  • Experience with manufacturing software and data ecosystems such as manufacturing execution systems, statistical process control, quality management systems, enterprise resource planning, equipment automation, inspection platforms, historian systems, and yield management systems.
  • Experience scaling artificial intelligence and machine learning capabilities across multiple plants, regions, or business units with different processes, data maturity, and operating models.
  • Experience applying generative artificial intelligence, knowledge retrieval, agentic workflows, or large-language-model-enabled tools to manufacturing, engineering, quality, or operations use cases.

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 Jobs

Simplify's Take

What believers are saying

  • Q4 fiscal 2026 revenue hit $1.01 billion, up 109% year over year.
  • Pump laser shipments rose over 80%, and management expects a fourfold increase.
  • First-quarter fiscal 2027 operating margin guidance of 39.5%-40.5% signals strong leverage.

What critics are saying

  • Coherent, InnoLight, and Applied Optoelectronics are all racing into 1.6T hyperscaler sockets.
  • Lumentum's $7.8 billion debt-extinguishment charge exposed fragile GAAP earnings quality.
  • If hyperscalers delay 1.6T orders in 2027, the $1.25 billion quarter disappoints.

What makes Lumentum unique

  • Lumentum controls upstream laser engines, not just transceiver assembly, preserving pricing power.
  • August 11, 2026 guidance reached $1.225 billion-$1.275 billion before schedule, proving execution.
  • The company shipped record 800G modules and started 1.6T production in 2026.

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Benefits

Wellness Program

Flexible Work Hours

Mentorship Program

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Yahoo Finance
Aug 20th, 2026
Two optical stocks poised for growth after AI selloff: Lumentum and Coherent

Lumentum and Coherent, optical component makers for AI data centers, saw shares drop sharply on Tuesday. Lumentum fell 9.9% to $873.31, while Coherent declined 12.8% to $306.43 amid broader selling in richly valued AI-related stocks. The declines weren't company-specific. Both firms recently reported strong results. Lumentum doubled its revenue to $1.01 billion in its fiscal fourth quarter ended 27 June, up 109% year over year. The company expects $1.225 billion to $1.275 billion in revenue this quarter. Adjusted gross margin reached 50.4%, with adjusted earnings per share of $3.23. Management guided to $4.05 to $4.35 this quarter. Coherent posted a record quarter with guidance for continued growth. Both companies cited strong demand for optical components used in AI data centers.

Yahoo Finance
Aug 19th, 2026
AAOI vs Lumentum: Which optical networking stock offers better upside potential?

Applied Optoelectronics and Lumentum are competing for dominance in the optical networking market, both capitalising on surging demand from AI data centres. Applied Optoelectronics reported strong second-quarter 2026 results, with data centre revenues reaching $107.66 million, up 140.4% year over year. The company is benefiting from high-speed transceiver demand, particularly 400G and 800G products. Its CATV segment achieved record revenues of $80.6 million, up 43.8% annually. Lumentum posted a 109% year-over-year revenue surge to $1.01 billion in its fourth quarter of fiscal 2026, marking eight consecutive quarters of growth. The company reported record 800G cloud transceiver shipments and launched 1.6T modules, whilst pump laser shipments increased over 80% annually. Both companies are well-positioned in the expanding AI infrastructure market, though Lumentum shows stronger overall revenue growth.

Yahoo Finance
Aug 19th, 2026
Lumentum CEO sells 5,438 shares for $5M in tax-related transaction

Lumentum CEO Michael Hurlston sold 5,438 shares worth approximately $5 million on 15 August 2026, according to an SEC Form 4 filing. The transaction was non-discretionary, triggered by the vesting of restricted stock units, with shares withheld to cover mandatory tax obligations. The sale represents a 4% reduction in Hurlston's direct holdings, leaving him with roughly 119,000 shares valued at approximately $115.28 million. San Jose-based Lumentum manufactures optical and photonic components for telecommunications infrastructure and data centres. The company has a market capitalisation of $75.4 billion and reported $3 billion in trailing 12-month revenue, though it posted a net loss of $6.9 billion over the same period.

Yahoo Finance
Aug 17th, 2026
Lumentum stock surges 720% in a year as AI boom fuels analyst upgrades

Lumentum Holdings, a San Jose-based manufacturer of optical and photonic products, has seen its stock surge 720.4% over the past year, significantly outpacing the S&P 500's 20.4% gain. In 2026, shares are up 157.9% compared to the index's 13.7% rise. The company's strong performance stems from growing demand for optical components used in AI data centres. Lumentum reported eighth consecutive quarters of revenue growth, with Q4 revenue reaching $1 billion, exceeding Wall Street's $988.6 million forecast. Adjusted EPS of $3.23 also beat expectations of $2.99. The company expects Q1 2027 revenue between $1.2 billion and $1.3 billion, with adjusted EPS of $4.05 to $4.35. The results have prompted widespread analyst price target upgrades, positioning Lumentum as a key hardware enabler in AI infrastructure development.

Yahoo Finance
Aug 17th, 2026
Lumentum surges 13% as AI data bottleneck drives optical component demand beyond memory chips

Lumentum Holdings is emerging as a major beneficiary of AI infrastructure growth, driven by surging demand for optical networking components that rapidly transmit data in AI data centres. Investment firm Rosenblatt Securities projects optical component production capacity could increase 12-fold between 2025 and 2030, yet supply will still trail demand by 50% in 2030. The photonics components supplier reported fiscal Q4 2026 results on 11 August, with revenue jumping 109% year-over-year to just over $1 billion, surpassing analyst estimates of $988 million. Non-GAAP operating margin expanded 21.6 percentage points to 36.6%, whilst adjusted earnings per share rose nearly 3.7 times to $3.23, beating the $2.97 consensus estimate. Shares rose more than 13% following the results announcement.