Lumentum Expands U.S. Manufacturing for AI-Driven Co-Packaged Optics

LITE
October 05, 2025

Lumentum Holdings Inc. announced a significant investment to fund a major capacity expansion of its U.S.-based semiconductor facility. This initiative is aimed at strengthening America’s global AI infrastructure leadership and is expected to generate additional high-skilled engineering and manufacturing jobs.

The expansion focuses on the production of ultra-high-power (UHP) lasers, which are essential components in Co-Packaged Optics (CPO) platforms. These UHP lasers, designed and manufactured at Lumentum’s Rose Orchard Way facility in San Jose, California, support low-power, highly resilient optical networking systems foundational to modern AI data centers.

Lumentum is actively working with NVIDIA on advanced networking technologies for AI infrastructure, with its UHP lasers integrated into NVIDIA’s solutions. This strategic investment underscores Lumentum's leadership in laser and photonic technologies and its commitment to meeting the evolving demands of artificial intelligence and machine learning.

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