Serenity: AMD is Actively Securing CW Laser Supply, Potentially Signaling Emerging Upstream Supply Bottlenecks

Serenity stated in a post that a TrendForce report indicates AMD is securing CW laser supply through multiple major purchase orders, which could mean that related supply bottlenecks are beginning to emerge. Serenity noted that remaining independent production capacity in the Western supply chain is limited, with little room beyond SIVE, AAOI, and potentially Macom, especially after Lumentum and Coherent signed multi-year agreements with NVIDIA, further locking in that capacity. Serenity also stated that Lumentum has already been constrained by CW laser supply and may be sourcing from Japanese companies such as Sumitomo and Furukawa, which could themselves be near full capacity; after NVIDIA and AMD signed long-term agreements, hyperscale cloud service providers like Amazon and Microsoft may also attempt to lock in capacity.