We got $Lumentum(LITE.US), $Macom Tech(MTSI.US), $Applied Optoelectronics(AAOI.US) all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings...
And now Elazr GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years.- "the entire supply chain is out of stock"- "the supply is still far behind the market demand"- "the shortage will continue to the next few years""Whether it is PCB, carrier board, laser chip, or even related packaging capacity, as long as the AI supply chain link, almost all are in short supply." When demand visibility extends for years with the supply chain bottlenecked:It's getting difficult not to see photonics echoing the memory supercycle entering 2027.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.