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@semivision_tw · 2026-10-09 20:08

#Lumentum’s laser supply crunch is getting worse. In April, CEO Michael Hurlston told Bloomberg that products were essentially sold out through 2027, despite capacity expansion in Japan and a new U.S. wafer fab acquisition. Six months later, the outlook is even tighter: • Some products are shipping 30% below demand. • Shortages could extend into 2028. • 2029 capacity is already nearly sold out. • Another product category could face a 70% supply shortfall next year. The real bottleneck isn’t demand. It’s laser wafer fab capacity. In just six months, the sold-out horizon has shifted from 2027 to 2029. AI infrastructure is expanding faster than the optical supply chain can keep up. https://tspasemiconductor.substack.com/p/who-owns-the-optical-layer-lumentums?r=4hpdhj&utm_medium=ios

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