Lumentum expands capacity at US semiconductor facility
Announcing new investment in its San Jose facility, which designs and produces indium phosphide lasers for co-packaged optics, the company says this is a significant milestone in its commitment to innovation and US-based manufacturing
Lumentum has announced that it will fund a major capacity expansion of its US-based semiconductor facility, an investment which it expects to generate additional high-skilled engineering and manufacturing jobs, strengthening the US position in the global AI supply chain.
Lumentum is a primary supplier to the industry of ultra-high-power (UHP) lasers, essential components in co-packaged optics (CPO) platforms. The indium phosphide-based UHP laser is designed and manufactured at Lumentum’s Rose Orchard Way semiconductor facility in San Jose, California. The company says the product, backed by decades of experience in high-power telecom lasers, supports low-power, highly resilient optical networking systems that are foundational to modern AI datacentres.
“This investment is a testament to our leadership in laser and photonic technologies,” said Michael Hurlston, president and CEO of Lumentum. “Our commitment to expanding domestic manufacturing not only supports a robust AI infrastructure supply chain but also reinforces America’s role in global technology leadership.”
With a foundation rooted in laser and optical technologies, Lumentum aims to enable the world’s most advanced systems, meeting the evolving demands of AI, machine learning, and real-time data processing in an era of rapid technological change. The company is working with NVIDIA on advanced networking technologies for AI infrastructure.
“With AI transforming every industry, the demand for high-performance, energy-efficient optical interconnects is growing rapidly,” said Gilad Shainer, senior vice president of networking at NVIDIA. “NVIDIA is working closely with industry innovators like Lumentum to deliver improved power efficiency and network resiliency for the AI factories of the future.”
