Key Takeaways Lumentum Holdings (LITE) and Amkor Technology (AMKR) are emerging beneficiaries of the rapid expansion of artificial intelligence infrastructure. Lumentum develops advanced optical and photonic components used in high-speed data center connectivity, while Amkor is a leading outsourced semiconductor packaging and testing company supporting next-generation AI chips. LITE posted record Q3 FY26 revenues, driven by AI transceivers, lasers and cloud networking. Lumentum secured a multibillion-dollar ...