# 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

> Lumentum CEO Michael Hurlston told an audience at the RAISE Summit in Paris earlier this month that indium phosphide, the compound semiconductor behind every laser in an AI data center, is heading into a supply squeeze…

- **Source:** [Tom's Hardware](https://www.tomshardware.com/tech-industry/semiconductors/lumentum-ceo-says-the-indium-phosphide-shortage-will-become-worse-than-memory?utm_source=gearopen.com&utm_medium=referral&utm_campaign=feed&utm_content=6a6cbd3a7af11b894b6b493f)
- **Published:** 2026-07-31
- **Category:** Cars
- **Tags:** #nvidia #ai #ev
- **Canonical:** http://localhost:4321/a/6a6cbd3a7af11b894b6b493f

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