Lumentum said to be adding ~40% EML laser capacity amid indium phosphide substrate shortage

Lumentum is reportedly adding roughly 40% capacity for 200G/lane EML lasers, a product only a handful of fabs can yield, as indium phosphide substrate supply constrains the market. The claim comes from an unverified market commentary account and is not confirmed by the company.

Detected & updated continuously · Source: Nebula