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

31.07.2026 14:54 Uhr, Quelle: Toms Hardware

Lumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.