$Lumentum(LITE.US) The core components: Lumentum stated on the conference call that they are basically sold out for the foreseeable future; Coherent's backlog is scheduled through 2028. The real hassle is upstream: Indium is a byproduct of zinc refining, so if there isn't much zinc being refined, indium won't come out, regardless of how much laser demand there is. InP wafers in the industry are still stuck at 2 to 4 inches, while silicon has long been at 12 inches.
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