AITom's Hardwareabout 1 hour ago
Lumentum CEO warns of indium phosphide bottleneck
6 min read
Lumentum CEO Michael Hurlston warned at the RAISE Summit in Paris that indium phosphide supply will face a squeeze worse than DRAM/NAND, with fab output already 30% below customer needs. Nvidia funded Lumentum and its biggest competitor in response to surging co-packaged optics demand.
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