Core Viewpoint - Lumentum Holdings Inc. is establishing a new manufacturing facility in Greensboro, North Carolina, to produce advanced indium phosphide (InP) optical devices, which are critical components for the largest AI data centers globally [1][2]. Group 1: Facility Details - The new factory will cover 240,000 square feet and is expected to begin operations by mid-2028 [2]. - The site was acquired from semiconductor manufacturer Qorvo, chosen for its skilled workforce, robust infrastructure, and supportive economic development environment from federal and state governments [1][2]. Group 2: Production Capacity and Investment - The facility will significantly enhance Lumentum's production capacity for 6-inch InP wafers and will focus on manufacturing continuous wave (CW) lasers and ultra-high power (UHP) lasers [2]. - Lumentum plans to invest hundreds of millions of dollars over the coming years to expand production capabilities and create over 400 manufacturing jobs in the U.S. [2]. Group 3: Strategic Partnerships - NVIDIA will be a key customer for the new facility, supporting the expansion of critical infrastructure and R&D efforts through a strategic agreement with Lumentum [1][2]. - The investment in domestic manufacturing is aimed at enhancing supply chain resilience and supporting large-scale cloud and AI infrastructure networks [1][2]. Group 4: Economic Impact - The project has received support from state and local economic development programs, highlighting the strong semiconductor industry foundation and skilled labor in North Carolina [3]. - Local officials express pride in Lumentum's decision, indicating the city's competitive advantage in the rapidly growing advanced AI market [3].