 On CNBCs Power Lunch Monday, Susquehanna Financial Group semiconductor analyst Christopher Rolland said he is generally more neutral on the semiconductor sector given the supply issues, but there are two names in particular that he would highlight. Lumentum Holdings Inc NASDAQ: LITE is in the optical communications space, he said, with the company powering Face ID on Apple Inc NASDAQ: AAPL iPhones and will eventually power light detection, ranging LIDAR and advanced driver assist systems ADAS. 