Indium phosphide shortages could tighten further as VCSEL scale-up accelerates
zephyr_z9 · x · 2026-07-28
- A post quoting Lumentum CEO Michael Hurlston says the indium phosphide shortage is expected to get even tighter than the memory shortage.
- The author argues this is why VCSELs are being developed for scale-up, and suggests 2028–29 will be the key window to watch.
- The read-through is about the optical component supply chain behind AI infrastructure, not a product launch.
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