Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion

DIGITIMESOctober 12, 2026en

The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest customers are starting to share the financial risk of building more. The shift points to a bottleneck in AI networking at a handful of laser chipmakers, whose new capacity takes years to bring online.

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