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Lumentum, San José
San José, United States37.37°N 121.92°W
computed criticality21/100
reading
Laser fab at capacity; EML lead times beyond 2027
2026Fault line
EML and CW lasers have become the main bottleneck for 800G/1.6T transceivers. The San José fab is fully sold out, and Nvidia's massive purchase commitment (≈$4bn to Lumentum and Coherent) would push competitors beyond 2027. Two American players control the scarcest stage of the chain.
Actors
Lumentum (San José)
Nvidia (Santa Clara)
Depends on 2
InP substrates, SumitomoPhotonics · Link↗IQE, Cardiff / NewportPhotonics · Critical anchor↗Feeds 2
Innolight, SuzhouPhotonics↗Eoptolink, ChengduPhotonics↗Sources