Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets
Between them, they hold most of the world's indium phosphide capacity. When you purchase through links on our site, we may earn an affiliate commission. While Lumentum runs five indium phosphide fabs, it's still shipping more than 30% below what customers want.
- ▪Between them, they hold most of the world's indium phosphide capacity.
- ▪When you purchase through links on our site, we may earn an affiliate commission.
- ▪While Lumentum runs five indium phosphide fabs, it's still shipping more than 30% below what customers want.
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Story provenance
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Record
| Original publisher | Tom's Hardware |
| Canonical URL | https://www.tomshardware.com/tech-industry/semiconductors/lumentum-ceo-says-the-indium-phosphide-shortage-will-become-worse-than-memory |
| Publication time | Fri, 31 Jul 2026 12:45:27 +0000 |
| Retrieval time | 2026-07-31T15:03:09.041Z |
| Last seen | 2026-07-31T15:03:09.041Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | s06lJRLsID5W · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Tech Industry Manufacturing Semiconductors Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets MEMBER EXCLUSIVE News-analysis By Luke James Published 31 July 2026 Nvidia put $2 billion each into Lumentum and Coherent. Between them, they hold most of the world's indium phosphide capacity. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Tom's Hardware.
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