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Innolume expands quantum dot laser productio
What happened
Innolume GmbH has announced a substantial expansion of its production capacity for GaAs-based quantum dot diode lasers, specifically targeting O-band CW lasers and SOAs. This move is driven by surging demand from AI-driven connectivity and hyperscale data centers, with shipments of 800+Gbps optical transceivers expected to nearly double annually over the next five years. Bearish: The planned capacity increase for these specific laser components could alleviate supply constraints and exert downward pressure on future prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
O-band CW LasersSemiconductor Optical Amplifiers (SOAs)Quantum Dot Diode Lasers
Innolume GmbH
capacity-expansionproduction-increasedata-center-demand
Source and time
Source: Semiconductor Today · 1/18/2024 · View original source
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