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$Lumentum (LITE.US)$ CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs: Is facing a more severe supply chain crisis than memory. And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below cu - MoomooMoomoo · Sat, 01 Aug 2026 06:28:01 GMTLumentum 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 - Tom's HardwareTom's Hardware · Fri, 31 Jul 2026 07:00:00 GMTMichael Hurlston and TRUMPF Named Recipients of the 2026 Optica i4 Prize - EurekAlert!EurekAlert! · Mon, 27 Jul 2026 13:25:29 GMT