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Open original source ↗Woooow... $LITE CEO went out on Bloomberg today and stated:
Lumentum is "effectively sold out through nearly 2029".
From our perspective, "Completely Sold Out, there's no end in sight". With demand visibility from hyperscalers that carries them out into 2030, 2031.
The implications of these statements are enormous for photonics and remaining laser suppliers with capacity coming online like $SIVE, Sumitomo Electric, to $AAOI.
What a crazy bottleneck that's unfolding.
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These are the quoted author’s words.
Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t. https://t.co/FiVsvg8I0G
aleabitoreddit ↗