Market Chatter: Lumentum Sees Strong US Tech Demand Filling Orders Through 2028; Shares Up Pre-Bell

MT Newswires Live04-10

Lumentum Holdings (LITE) is seeing demand for its optical components among the US hyperscalers accelerating, putting it on course to fill its order books through 2028, Bloomberg News reported Friday, citing Chief Executive Michael Hurlston.

"The capex numbers from the US hyperscalers are enormous and there seems to be no end in sight," Hurlston reportedly said. "We're falling further and further behind the demand. We would be sold out though all of 2028 within two quarters."

Lumentum shares were up 4.6% in premarket activity.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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