NuAxiSemiconductor trade intelligence
TCL CSOT bets on InP laser chips as supply tightens
What happened
TCL CSOT is betting on InP laser chips amid supply constraints. Lumentum CEO Michael Hurlston highlighted that the InP supply-demand imbalance is more severe than DRAM and NAND shortages, becoming a bottleneck for high-speed optical links in AI data centers.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
InP laser chips
TCL CSOTLumentum
shortageoptical-interconnectAI-datacenter
Source and time
Source: DigiTimes Asia · 9/1/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders