Serenity: IPP laser supply gap or overstock chip at the AIS data centre, with the value of light communication bottlenecks highlighted

Serenity wrote that Lumentum CEO Michael Hurlston had issued a warning that the supply chain of phosphorous thorium (IP) lasers for the AID data centre was facing a more serious supply gap than storage chips. Even under the Lumentum flag of five INP-clip plants, product deliveries may still be more than 30 per cent lower than customer demand, indicating that the expansion of AI infrastructure is encountering key light communication component bottlenecks. According to Serena, current supply pressures are mainly concentrated in the EML (Electro-According Modem Laser), but the shortage of INP lasers may also continue to spread. Looking at the opportunities for “bottlenecks” in the light communication laser supply chain over the long term, it is concerned that, as capital expenditure continues to increase in AI data centres, infrastructure links such as light modules, lasers, which were previously undervalued by the market, such as those in the InP laser supply can be a key constraint in AI ' s expansion。