Broadcom → Lumentum Holdings
Yes, wafergraph tracks Broadcom as a supplier of Lumentum Holdings, as of 2026-09-16. Lumentum Holdings sources from 4 tracked suppliers in this dataset; Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Broadcom (leader in Design (Fabless)) is a tracked supplier of Lumentum Holdings (major in Distribution & Misc). Networking silicon leader and main designer of hyperscaler custom AI chips. Optical components and lasers for datacom transceivers and 3D sensing. The edge is one of 4 tracked suppliers of Lumentum Holdings and one of 45 tracked customers of Broadcom.
Source: derived from both company records and the counted edges.
Concentration / risk note
Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Broadcom (supplier)
Networking silicon leader and main designer of hyperscaler custom AI chips.
Lumentum Holdings (customer)
Optical components and lasers for datacom transceivers and 3D sensing.
Other tracked suppliers of Lumentum Holdings
Other tracked customers of Broadcom
Cite as: wafergraph, “Broadcom → Lumentum Holdings — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/broadcom/lumentum/ (data as of 2026-09-16).
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