Devices · 1h ago
Indium Phosphide Shortage Looms as Silicon Photonics Demand Surges
Lumentum CEO Michael Hurlston warns that indium phosphide, critical for silicon photonics, faces a supply shortfall 30% below customer needs. The bottleneck could become worse than the memory shortage, impacting co-packaged optics. Fab and material constraints threaten to slow AI infrastructure growth.
Meridian48 take
The warning highlights a less-known supply chain risk that could bottleneck AI hardware, though the severity depends on how quickly fabs expand.
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Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets →
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