Technology July 31, 2026 at 12:45 PM

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

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.

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However, Anson Mount says company has "bigger fish to fry" than Blackagar Boltagon.

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