New reports that $AMD(AMD.US) is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVIDIA(NVDA.US) (Trendforce)Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level)- $Applied Optoelectronics(AAOI.US) (Rosenblatt analyst checks)Lumentum/Coherent are kinda booked out way into 2028 as well. Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co). Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels. To not get bottlenecked by Nvidia.
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