AI Supply Chain BriefAI and optics: supply chain stories
Every AI Supply Chain Brief story tagged “optics”, newest first (1).
ManufacturingSupply chain for AI
Lumentum says its AI optics are sold out until about 2029
The CEO of optical-components maker Lumentum told Bloomberg the company is fully booked into early 2029. For some product lines, it can't fill about 70% of demand through 2027, and some customers are already placing orders for 2030. Six months ago, he expected to sell out only through 2028.
Read the story →So whatIf you buy networking or server hardware, ask distributors now about allocation and lead times on anything with high-speed optics.
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