This shortage has created a production bottleneck for the photonics industry, shifting focus to remaining laser suppliers with available capacity. Companies including Sive, Sumitomo Electric and AAOI are bringing new capacity online to address the deficit in optical component availability.
Wednesday, October 21, 2026
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Lumentum Sells Out AI Optical Parts Through 2029 to Hyperscalers
AI12 days ago
The chief executive officer of Lumentum has confirmed a critical capacity shortage for the company's optoelectronic components used in high-speed artificial intelligence data centers. Speaking on Bloomberg, the CEO stated that the firm is effectively sold out of these parts through nearly 2029, with order visibility from hyperscalers currently extending into 2030 and 2031.
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