Lumentum 首席执行官警告用于人工智能数据中心的 InP 激光器面临比存储器更严重的供应链危机，出货量低于客户需求 30% 以上。作者验证了他们长期持有的涉及 AAOI、SI
Lumentum 首席执行官警告用于人工智能数据中心的 InP 激光器面临比存储器更严重的供应链危机，出货量低于客户需求 30% 以上。作者验证了他们长期持有的涉及 AAOI、SIVE、LITE 和 COHR 的激光瓶颈论点。
“$LITE CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs: Is facing a more severe supply chain crisis than memory. And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below customer demand. This is especially visible with EMLs today but is already expanding to CW, especially as CPO ramps. I've always been a fan of the laser chokepoint + bottleneck from $AAOI, $SIVE, $LITE, and $COHR. And glad this thesis is starting to see validation.”原帖：X / @aleabitoreddit ↗