Serenity@aleabitoredditPost2026-06-16

New reports indicate AMD is struggling to secure CW laser supply and is negotiating large

New reports indicate AMD is struggling to secure CW laser supply and is negotiating large purchase orders to avoid production constraints from Nvidia. Beneficiaries include Sivers (via GaAs and CPO work) and AAOI (per Rosenblatt). Lumentum and Coherent are booked out to 2028, while Lumentum is already constrained from EML contracts. Macom and Japanese firms may have spare capacity. The author previously predicted the need for hyperscalers to secure upstream capacity.

“New reports that $AMD is scrambling for CW laser supply. And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce) Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level) - $AAOI (Rosenblatt analyst checks) Lumentum/Coherent are kinda booked out way into 2028 as well. Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co). Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers). I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels. To not get bottlenecked by Nvidia.”