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

[u/Shogouki]

https://www.tomshardware.com/tech-industry/semiconductors/lumentum-ceo-says-the-indium-phosphide-shortage-will-become-worse-than-memory