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Lumentum's CEO confirmed a capacity shortage for optoelectronic components used in AI data centers, with parts effectively sold out through nearly 2029. Order visibility from hyperscalers extends into 2030 and 2031, leading Sive, Sumitomo Electric, and AAOI to bring new capacity online.
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Key sources
- SOURCE@business“Lumentum’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers”x.com
- SUPPORT@aleabitoreddit“demand visibility from hyperscalers that carries them out into 2030, 2031”x.com
- SOURCEhuggingnewshuggingnews.com