Lumentum Holdings → Ayar Labs
Yes, wafergraph tracks Lumentum Holdings as a supplier of Ayar Labs, as of 2026-09-16. Ayar Labs sources from 4 tracked suppliers in this dataset.
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
Lumentum Holdings (major in Distribution & Misc) is a tracked supplier of Ayar Labs (challenger in Distribution & Misc). Optical components and lasers for datacom transceivers and 3D sensing. Co-packaged optical I/O chiplets for AI compute interconnect. The edge is one of 4 tracked suppliers of Ayar Labs and one of 22 tracked customers of Lumentum Holdings.
Source: derived from both company records and the counted edges.
The two companies
Lumentum Holdings (supplier)
Optical components and lasers for datacom transceivers and 3D sensing.
Ayar Labs (customer)
Co-packaged optical I/O chiplets for AI compute interconnect.
Other tracked suppliers of Ayar Labs
Other tracked customers of Lumentum Holdings
Cite as: wafergraph, “Lumentum Holdings → Ayar Labs — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/lumentum/ayar_labs/ (data as of 2026-09-16).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly