LightCounting

mentions 2 type Organization feed RSS

// recent coverage 2 mentions

00:43

2026-08-15

techblog.comsoc.org

ai-infrastructure

Impact of optical component shortages & bottlenecks explained + Hyperscaler’s CAPEX

LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …

11:22

2026-08-02

mlq.ai

artificial-intelligence

Lumentum says AI laser demand exceeds supply by more than 30% as InP capacity lags

Lumentum Holdings Inc. told investors on May 5 that demand for its electro-absorption modulated laser chips exceeded supply by more than 30%, as indium phosphide (InP) capacity lags. CEO Michael Hurls…

// co-occurs with top 8 entities

Lumentum Holdings Inc. 1 Michael Hurlston 1 Coherent Corp. 1 Tom's Hardware 1 RAISE Summit 1 Applied Optoelectronics 1 Macom 1 MaxLinear 1

// topics top 5 topics

ai infrastructure 2 artificial intelligence 1 ai chips 1 ai products 1 ai research 1