---
title: "Lumentum shares have soared 600% over the past year amid AI demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296411851.md"
description: "Lumentum shares surged 600% over the past year, driven by AI demand for its 1.6-terabit optical transceivers. CEO Michael Hurlston highlighted how AI infrastructure fuels growth and announced a new North Carolina facility investment to expand domestic capacity, targeting a $75 billion market."
datetime: "2026-08-19T23:52:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296411851.md)
  - [en](https://longbridge.com/en/news/296411851.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296411851.md)
generator: "portal-rs"
---

# Lumentum shares have soared 600% over the past year amid AI demand

Lumentum President and CEO Michael Hurlston joins Liz Claman to discuss the massive demand for the company's 1.6-terabit optical transceivers. Hurlston explains how artificial intelligence infrastructure is fueling their rapid growth. He also details Lumentum's investment in a new North Carolina facility to expand their domestic footprint, targeting a $75 billion market.

### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [LITU.US](https://longbridge.com/en/quote/LITU.US.md)
- [LITX.US](https://longbridge.com/en/quote/LITX.US.md)
- [LITZ.US](https://longbridge.com/en/quote/LITZ.US.md)

## Related News & Research

- [Lumentum SVP, General Counsel Jae Kim reports disposal of common shares worth $3.48 million](https://longbridge.com/en/news/296282972.md)
- [Lumentum Holdings Q4 revenue beats on AI-driven optical demand](https://longbridge.com/en/news/295574176.md)
- [Lumentum Holdings Stock: Is Wall Street Bullish or Bearish?](https://longbridge.com/en/news/296129185.md)
- [Lumentum management to present at Rosenblatt Technology Summit: Age of AI virtual event](https://longbridge.com/en/news/295931042.md)
- [Unifi agrees to sell two North Carolina real estate assets for about $60 million](https://longbridge.com/en/news/296102465.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**