---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43137243.md"
description: "$Lumentum(LITE.US) CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs:Is facing a more severe supply chain crisis than memory. And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below customer demand.This is especially visible with EMLs today but is already expanding to CW, especially as CPO ramps.I've always been a fan of the laser chokepoint + bottleneck from $Applied Optoelectronics(AAOI.US), $SIVE, $Lumentum(LITE.US), and $Coherent Corp.(COHR.US). And glad this thesis is starting to see validation."
datetime: "2026-08-01T06:26:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43137243.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43137243.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43137243.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
---

# $Lumentum(LITE.US) CEO Michael Hurlston at the RAI…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)