# Who does Lumentum pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/lumentum · Facet: suppliers · Updated: 2026-07-12T04:21:24.86+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Lumentum's confirmed suppliers/cost counterparties include Fabrinet, Tower Semiconductor, MACOM plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 cost edges, backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).

### Fabrinet (high)  → /fabrinet.md
- note: Outsources optical-module manufacturing to Fabrinet.
- [confirms] MatrixBCG (EN, research, published 2026-01-01) https://matrixbcg.com/blogs/how-it-works/fabrinet: "Outsources optical-module manufacturing to Fabrinet."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-18) https://www.sec.gov/Archives/edgar/data/0001408710/000140871025000036/fn-2025818xex991q425.htm: "Outsources optical-module manufacturing to Fabrinet."

### Tower Semiconductor (mid)  → /tower-semiconductor.md
- note: Sources SiPho/SiGe from Tower for optics.
- [confirms] TipRanks (EN, research, published 2025-11-10) https://www.tipranks.com/news/company-announcements/tower-semiconductor-bets-big-on-photonics-growth: "Sources SiPho/SiGe from Tower for optics."

### MACOM (mid)  → /macom.md
- note: Sources laser drivers/TIAs from MACOM for transceivers.
- [confirms] Converge Digest (EN, news, published 2026-01-01) https://convergedigest.com/macom-revenue-jumps-23-as-ai-optical-demand-accelerates/: "Sources laser drivers/TIAs from MACOM for transceivers."

### InP·광소재·팹 (비공개) (low)
- note: InP compound semiconductors and in-house fabs.
- [mentions] MLQ.ai (EN, research, published 2026-03-15) https://mlq.ai/research/lumentum-ai-optical-laser-supercycle/: "Lumentum, the only volume supplier of 200G-per-lane EMLs, is using the capital for R&D, capacity and a new InP fabrication facility, indicating indium-phosphide fab and photonic materials as key cost inputs."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-19) https://www.sec.gov/Archives/edgar/data/0001633978/000162828025039896/lite_ex991xq4fy25.htm: "EMLs are single-chip InP laser/modulators."

### R&D·증설 (비공개) (low)
- note: New US fab and optics R&D.
- [confirms] NVIDIA (EN, news, published 2026-03-02) https://nvidianews.nvidia.com/news/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology: "US fab/capacity backed by NVIDIA investment."

Reverse side: https://valuechain.wiki/lumentum/customers.md · Ripple: https://valuechain.wiki/lumentum/ripple.md

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Full node: https://valuechain.wiki/lumentum.md · JSON: https://valuechain.wiki/lumentum.json