Lumentum Holdings → Celestial AI
Yes, wafergraph tracks Lumentum Holdings as a supplier of Celestial AI, as of 2026-10-09. Celestial AI sources from 3 tracked suppliers in this dataset; Celestial AI has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.
Data as of 2026-10-09 · 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 Celestial AI (challenger in Distribution & Misc). Optical components and lasers for datacom transceivers and 3D sensing. Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026). The edge is one of 3 tracked suppliers of Celestial AI and one of 22 tracked customers of Lumentum Holdings.
Source: derived from both company records and the counted edges.
Concentration / risk note
Celestial AI has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.
Basis: few suppliers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Lumentum Holdings (supplier)
Optical components and lasers for datacom transceivers and 3D sensing.
Celestial AI (customer)
Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026).
Other tracked suppliers of Celestial AI
Other tracked customers of Lumentum Holdings
Frequently asked questions2
- How many suppliers does Celestial AI have?
- The dataset records 3 tracked suppliers for Celestial AI.
- How many customers does Lumentum Holdings have?
- The dataset records 22 tracked customers for Lumentum Holdings.
Cite as: wafergraph, “Lumentum Holdings → Celestial AI — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/lumentum/celestial_ai/ (data as of 2026-10-09).
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