Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion

What happened

Lumentum says the shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing, and that its capacity is spoken for into early 2029, with its largest customers starting to share the financial risk of building more capacity. The source states this points to a bottleneck in AI networking at a handful of laser chipmakers whose new capacity takes years to bring online. The expansion remains planned in nature; the source gives no specific capacity figures or dates other than 'early 2029'.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/11/2026 · View original source