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Raise Summit

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event 2 latest news signals 2 publisher sources 100/100 entity strength

Latest news

$Lumentum (LITE.US)$ 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 GMT

Timeline

Sat, 01 Aug 2026 06:28:01 GMT$Lumentum (LITE.US)$ 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 - Moomoo
Fri, 31 Jul 2026 07:00:00 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 Hardware

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